Trustee Essentials Workshop: What You Need to Know About Administering a Special Needs Trust

Have you been asked to act as a trustee of a special needs trust, but you’re not really sure what you’re signing up for?

Or perhaps you’re already the trustee of a special needs trust, but you’re feeling overwhelmed and confused by all the details you need to keep track of, and you’re worried about doing it all correctly.

You might be wondering…
- What are my legal responsibilities as a trustee?
- How do I ensure that what I’m doing as a Trustee complies with legal requirements?
- Do I need a lawyer?

Get the answers you need so you can confidently protect your loved one’s assets and quality of life with the Trustee Essentials Workshop.

Helping a loved one or friend by stepping into the role of trustee may seem like the right thing to do. However, a trustee has important responsibilities that can have a serious impact on the beneficiary’s eligibility for government programs and financial well-being for years to come. That’s why it’s important to understand exactly what your role as a trustee entails and how to comply with the relevant rules and regulations.

Who is This Workshop For?
Friends or family members of disabled individuals who are considering becoming a trustee of a special needs trust. Friends or family members of disabled individuals who are currently a trustee of a special needs trust.

What’s Included:
Live 60-minute workshop followed by a 10-minute Q & A session (questions submitted via email before the webinar).
Key take-aways Workshop recording (30 days)