eCourse
Buying A House Step-By-Step: A Roadmap for SNT Trustees
Contains material from Mar 2025
Buying A House Step-By-Step: A Roadmap for SNT Trustees
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Buying a home for an SNT beneficiary can be one of the largest and most consequential purchases an SNT trustee will make during the lifetime of the trust. In this session, review procedures, considerations, best practices, and potential pitfalls for SNT trustees as they navigate the home-buying process.
Includes: Video Captions Audio Transcript Paper Slides
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The accreditation period for this eCourse has expired and it is no longer available for credit.
Self-Study Use Only
The accreditation period for this eCourse has expired and it is no longer available for credit.
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Sessions
1.
Buying A House Step-By-Step: A Roadmap for SNT Trustees (Mar 2025)
Anna M. Méndez, Margaret Svoboda
0.75
0.25
0.00
Downloadable Materials
Transcript
(txt)
Paper
(pdf)
– 8 pgs
Slides
(pdf)
– 10 pgs
Session 1 —46 mins
Buying A House Step-By-Step: A Roadmap for SNT Trustees (Mar 2025)
Buying a home for an SNT beneficiary can be one of the largest and most consequential purchases an SNT trustee will make during the lifetime of the trust. In this session, review procedures, considerations, best practices, and potential pitfalls for SNT trustees as they navigate the home-buying process.
Originally presented: Feb 2025 Special Needs Trusts
Anna M. Méndez,
Cadence Bank - Austin, TX
Margaret Svoboda,
American National Bank of Texas - Rockwall, TX