Webinar: 2015 Fundamentals of Special Needs Trusts Administration - Schedule
1:00 - 1:10 p.m. EDT
Welcome and Announcements
Professor Rebecca Morgan
1:10 - 1:50 p.m. EDT
The ABLE Update
Robert B. Fleming and Mary Alice Jackson
Since ABLE was approved late in 2014, there has been a lot of discussion about the implementation of the law. This session will provide a brief status on implementation at the federal and state levels.
1:50 - 2:40 p.m. EDT
Yours, Mine and the SNT’s? Parental Duties v. Trust Responsibilities
Stuart D. Zimring
This session will review the requests made by parents of the trustee for distributions, and how the trustee determines appropriate expenditures for the SNT, and when the parents, as parents, should cover the expenditure.
2:40 - 3:30 p.m. EDT
Things We Used to Do but Won’t Do Again
Mary Alice Jackson
When we first started doing SNTs, there were actions we took, or purchases we approved that we wouldn’t do today. Over time, we have refined how we administer these trusts. This session will cover this topic with examples and recommendations.
3:30 - 4:30 p.m. EDT
Administering SNT When Public Benefits Eligibility is No Longer an Issue
Robert B. Fleming
Sometimes, for various reasons, the beneficiary no longer receives (or needs) public benefits. The trustee is then faced with how to administer a SNT which is no longer needed to “supplement, not supplant” public benefits. This session will cover what a trustee should do in administering a SNT in such circumstance.
4:30 - 5:00 p.m. EDT
How Do I Solve This Problem?
Robert B. Fleming, Mary Alice Jackson and Stuart D. Zimring
The day’s speakers will problem solve for the audience. Registrants may (and are encouraged to) submit their questions and problems in advance.