How to Administer a Special Needs Trust - WEBINAR

The administration of special needs trusts is complicated and government regulations are not intuitive. You should attend if you:

• Are considering establishing a trust
• Have already established a trust
• Are already serving as a Trustee
• Have been named as a successor Trustee

This seminar will help trustees and family members avoid naïve errors that could disqualify the beneficiary from receiving government benefits or expose the trustee to claims of malpractice.

Receive an overview of the legal requirements, such as filing tax returns, Prudent Investor Rule, reasonable compensation, how to make distributions and the importance of accountings and record keeping.

Learn the difference between a 1st party SNT and a 3rd party SNT. Learn how distributions from the trust can affect eligibility for other public benefits (SSI, Section 8, MA Health).
Learn how to select Trustees, and gain a basic understanding of Trustee responsibilities.
Receive an update on rules and regulations affecting SNTs and Public Benefits.
All material is based on the most current regulations and the new tax laws.

$50 fee includes hot breakfast buffet and snack.

Click here to view our Save-the-Date card.

Registration: Click here to attend remotely via webinar.