Legal Education: STEPS
This webinar is open to Lawyers With Purpose members only.
SNT Drafting Basics
Join Sydney Albrecht on Wednesday, May 27th at 1:00 PM EST for a practical, step-by-step session on drafting Supplemental Needs Trusts (SNTs) in STEPS. This webinar will break down the core legal fundamentals of both first-party and third-party SNTs, giving you the clarity and confidence to draft each type correctly within your workflow.
You’ll walk away with:
- A clear understanding of the key differences between first-party and third-party SNTs, including requirements for each
- Insight into the essential provisions needed to ensure compliance—and how they vary by trust type
- Guidance on the specific STEPS software selections required to properly set up and draft each trust
Whether you’re refining your process or building your foundation, this session will equip you with actionable knowledge you can immediately apply.
Registration Required
Speaker
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Sydney AlbrechtLegal-Technical Attorney | Lawyers With Purpose
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