Karen Dunivan Konvicka to Present at National Conference on Special Needs Planning and Special Needs Trusts

Trusts, Estates, and Elder Law attorney Karen Dunivan Konvicka has been selected to speak at this year’s National Conference on Special Needs Planning and Special Needs Trusts, hosted by Stetson University College of Law and the Center for Elder Justice. Titled “Your Beneficiary Up and Left: What are the Liabilities and Responsibilities of the Trustee?”, Karen’s session will discuss continued distributions and transfers to other pooled trusts or stand-alone trusts, and the trustee’s duty to find a missing beneficiary. She and co-presenter Kristi Papez will also focus on protecting the trustee when exercising discretion to transfer to another pooled trust or accepting an account from another pooled trust, based on the Uniform Trust Act, Uniform Decanting Act, and Uniform Guardianship Act. The annual conference provides three days of programming with nationally recognized speakers who will cover and covers the major issues presented in the creation, administration, monitoring, and planning of special needs trusts.