November 1, 2023 Practical Realities in Special Needs Trust Administration
An informative presentation on real life scenarios managed by Trust Administrators and Trustees in the Fletcher Tilton Trust Administration Group will give a practical, realistic perspective in the day to day activities in administering a special needs trust. The practical role of a Trustee as a purchaser of services and supports will be presented. An important element of administering a trust is documentation. Trust accounts and the process of documenting the termination of a special needs trust will be presented. Finally, since experience is a great teacher, a discussion of pitfalls Trustees should be aware of and avoid will be discussed.
Presenters: Jennifer Zaparaskas, Manager of FT Trust Administration Manager; Rosalie Edes, M.S., C.A.G.S., FT Senior Advisor on Disability; Michael Lahti, Esq.; Theresa Varnet, Esq., M.S.W.; and Attorney Fred Misilo, Esq., Ed.M.
Moderator: Fred Misilo, Esq., Ed.M.