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.