Fwd: March 31st - Futures Planning (Austin)

[Guest guest]

Futures Planning:

Wednesday, March 31, 2010 from 6:30 until 8:30 pm

Guardianships, Alternatives, Agencies, Special Needs Trust

 

Guardianships and Alternatives

•    Policy Issues

•    Rights of the Individual

Selective Alternatives to Guardianship

 

Guardianships

•    Who can be Guardian?

•    Qualifications - - - actually, disqualifications...

•    Application Process

•    Types of Guardianships

•    Bonding

•    Oath

•    Annual Report

 

Agencies:  A Veritable Alphabet Soup

•    Some Agency Rules:

•    Some more rules:

•    Countable Resources

•    SSI Benefits reduced by income

 

Types of SNTs

•    3rd-Party SNTs

•    3rd Party SNT: Disposition of Assets on Termination

•    Grantor (1st-party) SNT

•    (d)(4)(A) Trust

•    (d)(4)©: Pooled SNT

•    Distributions Allowed

•    Cost considerations

Closing Words

Wednesday, March 31, 2010 from 6:30 until 8:30 pm

Located at Bluebonnet Trails MHMR Trails Center

1009 town Street, Round Rock, TX  78664

 

To RSVP email rsvp@...