Special Needs Trust Administration: Creating the Spending Plan, Making Appropriate Distributions, and Working with Difficult Beneficiaries
TRUST • 5.0 CEU | 5.0 MCLE
Administering a Special Needs Trust is one of the best services a professional fiduciary can provide. Doing a great job helps to enhance the quality of life of persons with disabilities and it is the type of service that professionals do better than non-professionals. This pre-conference intensive will assist the private professional fiduciary become a better SNT trustee by providing education and guidance on some of the most challenging duties an SNT trustee will face including creating a spending plan given available assets and lifetime care needs, understanding the do’s and don’ts of making appropriate SNT disbursements so that each is made with an understanding of the effect on public benefits, and tips in managing difficult beneficiaries and their families. This panel includes an experienced private professional fiduciary, special needs planning attorney, special needs planning financial advisor, and lifetime care manager to provide the best overview of these challenging tasks.