Webinar: 2018 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
Robert B. Fleming
It happened. Congress passed tax reform. Want to read the entire law? Of course you should, but even then you will need context and details. Learn from Robert Fleming about changes that affect SNTs - both drafting and administration.
2:00 - 2:50 p.m. EDT
911 ... What's Your Emergency?
G. Fred Riddle
Sometimes beneficiaries become violent or incoherent or upset beyond your abilities. Do you call the police or try to handle the matter on your own? What policies do you have in place for these tense situations? Join retired Deputy Chief G. Fred Riddle to learn what you should try to handle yourself, when do you call 911, and how law enforcement are trained to step in to handle the situations.
2:50 - 3:40 p.m. EDT
Budgeting for Disasters: Lions, Tiger and Hurricanes
Shirley B. Whitenack
Last year was quite the year for hurricanes, but disasters of all kinds can happen at any time. You have a budget for your beneficiary. But then disaster strikes and blows your budget out of the water. These are some federal programs that may help with natural disasters, and hopefully the beneficiary's property is insured. What do you do now?
3:40 - 4:45 p.m. EDT
Trust but Verify: When Your Beneficiary Tries to Play the Trust Administrators
Megan Brand and Mary Alice Jackson
Seriously. It happens. The beneficiary wants you to send a corporate check so the beneficiary can write down the bank routing numbers. The beneficiary makes up a receipt for reimbursement for a purchase never made. You name it, someone has tried it. What do you do to prevent this? What happens if something slips through?
4:45 - 5:00 p.m. EDT
Question and Answer Panel
Megan Brand, Robert B. Fleming, Mary Alice Jackson, G Fred Riddle and Shirley B. Whitenack
The day’s speakers will problem solve for the audience. Registrants may (and are encouraged to) submit their questions and problems in advance.