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TX Guardianship Manual Chapter 11, Guardianship Management Trusts

March 19 @ 1:00 pm - 2:00 pm CDT

Learn how the 1301 Management Trust enables the management of assets belonging to minor children, incapacitated adults, and persons with disabilities. The 1301 Management Trust offers an alternative to opening a guardianship estate and permits such person’s property to be managed without application to the court for approval of discretionary distributions, payment of expenses, and other day-to-day administrative actions. Learn how the provisions of the 1301 Management Trust may also be tailored to fit the beneficiary’s unique needs, including: 1) adding special needs language; 2) coordinating provisions to harmonize with incapacitated beneficiary’s existing estate plan; and 3) pre-settling the distribution of an incapacitated beneficiary’s estate in a contested guardianship situation.

Date: Tuesday, March 19, 2024
Time: 1:00pm to 2:00pm

Speakers: Honorable Christine Butts

Price:

  • TGA Members: $25
  • Non-Members: $45

CEU’s: 1.00
CLE’s: 1.00

Registration:

https://txtga.memberclicks.net/chapter11

Details

Date:
March 19
Time:
1:00 pm - 2:00 pm CDT
Event Category:

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