Webinar: 2017 Fundamentals of Special Needs Trusts Administration - Schedule
1:00 - 1:10 p.m. EDT
Welcome and Announcements
Professor Rebecca Morgan
1:10 - 2:00 p.m. EDT
Becoming a SNT Administrator
Travis D. Finchum
Serving as a SNT administrator is a lot like juggling while writing a scholarly paper. You must be knowledgeable about the law, regulations and policies, while managing staff and helping often-difficult beneficiaries. This session will cover what it takes to be an effective SNT administrator by someone who has been doing it successfully for many years.
2:00 - 3:00 p.m. EDT
A Primer on Tax When Making Distributions
This session will consider the tax implications for a grantor trust, disbursements that count for income tax purposes, income tax reporting and the impact on Medicaid eligibility, tax implications when trust pays beneficiary medical expenses and other topics that trustees must consider.
3:00 - 3:50 p.m. EDT
Changes in Laws and SSA Regulations (you know, the POMS) and How Those Impact the Administration of Your SNT
Mary Alice Jackson
Keeping up with all the change in the law, regulations, and POMS isn't easy, but we are making it easy just for you! During this session, Mary Alice Jackson will discuss changes in law, regulations and public policy, and how the changes might affect the administration of Special Needs Trusts.
3:50 - 4:40 p.m. EDT
SNT Administrators: More Choices Than You Think
Robert B. Fleming
SNT administrators do more than just administer a SNT. This session will look at the various services and products available, including ABLE accounts, 1st party SNTs, PSNTs and debit cards when administering the funds of a beneficiary with special needs.
4:40 - 5:00 p.m. EDT
Question and Answer Panel
Michael Cahill, Travis D. Fichum, Robert B. Fleming and Mary Alice Jackson
The day’s speakers will problem solve for the audience. Registrants may (and are encouraged to) submit their questions and problems in advance.