There is a good article available through The Academy of Special Needs Planners regarding the commingling of trust assets with personal accounts. Although the example used in the article might be extreme, it illustrates some of the issues that can arise.
http://www.specialneedsanswers.com/resources/article.asp?id=6196§ion=4
In this example the culprits are unfortunately the disabled individuals parents, but it could have just as easily been anyone fulfilling the trustee role. Parents not only need to think through who the contingent trustee will be, but also how a checks and balances system will be maintained to protect the trust beneficiary.
There is not a question that the recordkeeping responsibilities that go along with the role of trustee can be cumbersome, but it is clear that the task is vital to both the sustainability of the trust and the underlying care provided by the trust.
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Adams Burch, LLC 2007 - This site should not substitute personal professional, legal or medical advice in any way. The accuracy and personal applicability of this information is not guaranteed.
Adams Burch LLC and The Special Needs Planning Center intend to distribute resources and information to parents and do not endorse this or other particular products.
Tuesday, June 23, 2009
Commingling Trust Assets with Trustee Accounts
Posted by
Heath - co-founder, The Special Needs Planning Center
at
9:36 AM
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Contingent Trustees,
Special Needs Trusts,
Trustee
Monday, June 15, 2009
Proposed Autism Treatment Acceleration Act of 2009
Click on the post title or the link below for more details...
http://www.autismvotes.org/site/c.frKNI3PCImE/b.4784269/k.C0E5/ATAA.htm
_________________________________________________________________
Adams Burch, LLC 2009 - This site should not substitute personal professional, legal or medical advice in any way.
The accuracy and personal applicability of this information is not guaranteed.Adams Burch LLC and The Special Needs Planning Center intend to distribute resources and information to parents and do not endorse this or other particular products.
http://www.autismvotes.org/site/c.frKNI3PCImE/b.4784269/k.C0E5/ATAA.htm
_________________________________________________________________
Adams Burch, LLC 2009 - This site should not substitute personal professional, legal or medical advice in any way.
The accuracy and personal applicability of this information is not guaranteed.Adams Burch LLC and The Special Needs Planning Center intend to distribute resources and information to parents and do not endorse this or other particular products.
Posted by
Heath - co-founder, The Special Needs Planning Center
at
11:30 AM
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Labels:
Autism Resources,
Legislative Updates
Thursday, June 11, 2009
New Autism Spectrum Disorder Parent Support Group
Announcing a New Parent Support Group
Parents of children, adolescents and adults with autism spectrum disorders are cordially invited to a new support group. The focus of each group will be decided by the parents present at the meeting. This group hopes to discuss and provide advice from both a professional perspective and parent-to-parent perspective on topics pertinent to your lives.
When: Third Saturday of each month from 10:30AM-12PM. Note: This group will meet on June 20th from 9-11AM.
Where: Responsive Centers for Psychology and Learning, 7501 College Boulevard, Suite 250, Overland Park, Kansas 66210
At this time, childcare will not be provided.
Moderator: Jeanne Holverstott, MS is the autism spectrum specialist with Responsive Centers for Psychology and Learning, where she has practiced for three years. She graduated from the University of Kansas with a Master’s Degree in the autism and Asperger Syndrome program. She has worked with children on the spectrum for eight years in a variety of settings and capacities, including a paraeducator, a home therapist, a teacher, a home provider, and a community-based specialist. She is currently working on certification for Relationship Development Intervention™. Jeanne teaches classes on the autism spectrum at Johnson County Community College, has authored texts with Brenda Smith Myles, and currently writes a column for the spectrumconnection.net.
_________________________________________________________________
Adams Burch, LLC 2009 - This site should not substitute personal professional, legal or medical advice in any way. The accuracy and personal applicability of this information is not guaranteed.
Adams Burch LLC and The Special Needs Planning Center intend to distribute resources and information to parents and do not endorse this or other particular products.
Parents of children, adolescents and adults with autism spectrum disorders are cordially invited to a new support group. The focus of each group will be decided by the parents present at the meeting. This group hopes to discuss and provide advice from both a professional perspective and parent-to-parent perspective on topics pertinent to your lives.
When: Third Saturday of each month from 10:30AM-12PM. Note: This group will meet on June 20th from 9-11AM.
Where: Responsive Centers for Psychology and Learning, 7501 College Boulevard, Suite 250, Overland Park, Kansas 66210
At this time, childcare will not be provided.
Moderator: Jeanne Holverstott, MS is the autism spectrum specialist with Responsive Centers for Psychology and Learning, where she has practiced for three years. She graduated from the University of Kansas with a Master’s Degree in the autism and Asperger Syndrome program. She has worked with children on the spectrum for eight years in a variety of settings and capacities, including a paraeducator, a home therapist, a teacher, a home provider, and a community-based specialist. She is currently working on certification for Relationship Development Intervention™. Jeanne teaches classes on the autism spectrum at Johnson County Community College, has authored texts with Brenda Smith Myles, and currently writes a column for the spectrumconnection.net.
_________________________________________________________________
Adams Burch, LLC 2009 - This site should not substitute personal professional, legal or medical advice in any way. The accuracy and personal applicability of this information is not guaranteed.
Adams Burch LLC and The Special Needs Planning Center intend to distribute resources and information to parents and do not endorse this or other particular products.
Posted by
Heath - co-founder, The Special Needs Planning Center
at
12:18 PM
0
comments
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Labels:
Parent Support Groups
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