Trustee Essentials Workshop: What You Need to Know About Administering a Special Needs Trust
Thank you for registering for the webinar.
Unfortunately, the presenter is ill and will be unable to present the live webinar scheduled for today. She will instead record the presentation within the next two weeks.
In the meantime, please feel free to submit any questions you may have regarding trustees of special needs trusts to welcome@pringleslaw.com, and she will address them in the recorded session.
We apologize for any inconvenience this may cause and appreciate your understanding. Please disregard any automated emails you may receive regarding the originally scheduled webinar.
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?
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.
- Get the answers you need so you can confidently protect your loved one’s assets and quality of life with the Trustee Essentials Workshop.
- In this live, 60-minute workshop, you’ll learn about the fundamentals of being a special needs trust trustee, including: What you need to know before agreeing to act as a trustee - and what to do now if you’ve already said yes How to avoid the common pitfalls in administering a special needs trust so you can protect yourself and the beneficiary’s assets and well-being over the long term. What makes the role of a special needs trust trustee more complex than that as trustee of other types of trusts?
- You’ll also gain practical insight to help you with the day-to-day administration of a special needs trust, including: How to navigate the complexities of government benefits programs and how they impact your role as a trustee. What a conflict of interest looks like and how to avoid it. Records and receipts to keep so that you are prepared in case of an audit.
- 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 chat). Key take-aways Workshop recording (30 days)
