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Don’t Modify that Trust: Reform It! When and How to Reform a Trust that Needs to be an SNT

Contains material from Mar 2025
Don’t Modify that Trust: Reform It! When and How to Reform a Trust that Needs to be an SNT
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Address the basic requirements for special needs trusts, common errors in drafting, the requirements for reforming a trust versus modifying a trust, and the benefits for reformations.

Includes: Video Audio Slides

  • Total Credit Hours:
  • 0.75 | 0.25 ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 3/31/2026

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1. Don’t Modify that Trust: Reform It! When and How to Reform a Trust that Needs to be an SNT (Mar 2025)

David F. Johnson

0.75 0.25 0.00 0.75 | 0.25 ethics
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(mp4)
43 mins
(mp3)
43 mins
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26 pgs
Session 1 —43 mins 0.75 | 0.25 ethics
Don’t Modify that Trust: Reform It! When and How to Reform a Trust that Needs to be an SNT (Mar 2025)

Address the basic requirements for special needs trusts, common errors in drafting, the requirements for reforming a trust versus modifying a trust, and the benefits for reformations.

Originally presented: Feb 2025 Special Needs Trusts

David F. Johnson, Winstead PC - Fort Worth, TX