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Wednesday, April 22 • 11:00am - 12:15pm
Breakout Session 1A: Reading 1st & 3rd Trusts and Spotting Deficiencies

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Learn the foundational components of a well written Special Needs Trust (SNT) document. Shirley will review what to look for and also point out what to be wary of in your review a prospective SNT document. Hear from Shirley's wealth of experience in the key components of a Third-party and First-party Special Needs trust. Join us to learn together how to proactively vette the trust documents in order to fuel your teams for success and effectively meet your mission.


Shirley Whitenack

Partner, Schenck, Price, Smith & King, LLP
Shirley is a co-chair of her firm's Elder and Disability Law practice group and Fiduciary Litigation practice group. She is a Past President of the National Academy of Elder Law Attorneys (NAELA), a past chair of the NJ State Bar Association's Elder & Disability Law Section, a Trustee... Read More →

Wednesday April 22, 2020 11:00am - 12:15pm EDT