Fundamentals of Special Needs Trusts Administration Webinar Schedule
1 - 1:10 p.m. EDT
Welcome and Introductions
Prof. Rebecca C. Morgan
1:10 - 2:10 p.m. EDT
The Impact of Case Law and How to Apply to Real Life
Robert B. Fleming
This session will examine the most influential court decisions on SNTs, what we learned from them, and how to incorporate the lessons learned to your real life cases.
2:10 - 3:10 p.m. EDT
Demystifying the Trust Standards
Craig C. Reaves
This session will describe the four standards used to describe when and how a trustee should should make a distribution from a trust and include examples of how these standards are normally worded and interpreted.
3:10 - 4:10 p.m. EDT
Dive On In, It's Smooth Sailing: Pooled Trustees, Beneficiaries and the ACA
Mary Alice Jackson
Four months into the implementation of the ACA, not all states have chosen to expand Medicaid. What's a pooled SNT trustee to do? This session will provide a step by step analysis of and decision-free for pooled trustees in detemining what decisions have to be made in paying for health care for beneficiares.
4:10 - 4:30 p.m. EDT
Q&A with Speakers
Robert B. Fleming, Mary Alice Jackson, Craig C. Reaves
*Questions can be submitted in advance and may cover topics other than those covered by the presentations.
4:30 p.m. EDT