A6 – Special Needs Trusts: The Why, the Wherefore and the How to Administer

This presentation promises to provide details concerning the purpose and advantages of establishing a Special Needs Trust as well as provide a step-by-step guide for administering SNT’s and avoiding actions that would invalidate the SNT’s purpose.

Speakers

Craig Lambourne

Ewin Lambourne Law APC

Craig attended Colorado State University, where he graduated with a Bachelor of Arts in Sociology. While in law school, Craig served as the Chief Articles Editor for the Law Review, and the Lead Researcher for the Walter H. and Dorothy B. Diamond International Tax and Financial Services, LL.M. Program. Craig has worked exclusively in the area of estate planning, trust and probate law since 2009. He is a certified specialist by the California Board of Legal Specialization. Craig serves as a court appointed attorney for the San Diego Superior Court in a variety of different proceedings. He is a frequent presenter on a wide range of estate planning topics, including special need trust drafting and administration. Craig advises individuals and fiduciaries in all aspects of estate and business planning and administration. He designs, drafts, and administers comprehensive estate plans that ensure clients’ piece of mind knowing that their legacy and loved ones will always be protected.