Webinar: 2020 Fundamentals of Special Needs Trusts Administration - Agenda

The Fundamentals of Special Needs Trust

Administration Webinar

Friday, April 24, 2020

A half-day webinar that addresses challenging administrative issues faced by trustees, attorneys, financial planners and others involved in Special Needs Trust Administration.

1 p.m. - 1:10 p.m. EDT

Welcome and Announcements

Professor Rebecca Morgan

1:10 p.m. - 2:10 p.m. EDT

What Trustees Need to Know About the SECURE Act

Robert Fleming

The passage of the SECURE Act changed the planning options available to beneficiaries. In this session Robert Fleming will explain the provisions of the Act, how they apply to SNTs, and what trustees need to do in light of these changes.

2:10 p.m. - 3:10 p.m. EDT

Using Trusts When Public Benefits Fail

Bryn Poland

Sometimes a beneficiary is not eligible for public benefits or loses eligibility. In such instances the SNT becomes a lifeline in covering various expenses for the beneficiary. In this session Bryn Poland will explain how to use the SNT to cover essential expenses for the beneficiary.

3:10 p.m. - 4:10 p.m. EDT

Budgeting and Counseling Policy and Tactics for Small or Large Special Needs Trusts

G. Mark Shalloway

SNTs come in all amounts--small or large. It is important for trustees to understand that budgeting and counseling has to be tailored to the individual SNT. Mark Shalloway will explain the factors for the trustee to consider in developing policies and budgets, and the range of tactics to use in implementing the budget for the SNT.

4:10 p.m. - 5 p.m. EDT

Recent Developments - Question and Answer Panel

Join Gentry Byrnes of Raymond James Trust as she moderates the panel of speakers, and guest panelist Mary Alice Jackson, as they answer all of your questions about administering a SNT, including how to administer SNTs remotely in uncertain times.