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