2022 Fundamentals of Special Needs Trusts Administration - Agenda
Friday, May 20, 2022
12:30 - 12:40 p.m. EDT
Welcome and Announcements
Professor Roberta Flowers
12:40 - 1:30 p.m. EDT
What Do I Do Now? Questions a Trustee Should Ask When Administering a Special Needs Trust
Craig Reaves
This session will provide a framework for analyzing a special needs trust and the beneficiary’s situation so the trustee can confidently know when and how to distribute from the trust in a manner that will help the beneficiary and not cause issues with means-tested public benefit programs.
1:30 - 2:20 p.m. EDT
Stop Talking and Start Doing: The Hows, the Whys, and the Ethics of Using a Client-Centered Approach in SNT Planning and Administration
Rebecca C. Morgan
This session will explain the client-centered approach to decision-making, review specific sections of the best practices guide, review the ethics rules and how they support the use of client-centered decision-making, and offer examples of how trustees can use the client centered process in making decisions.
2:20 - 2:30 p.m. EDT
Sponsor Break - ElderCounsel
2:30 - 3:20 p.m. EDT
Working With Litigation Counsel – A Guide to the Perplexed & Sometimes Frustrated
Stuart Zimring
You get a call late Friday afternoon form Murray the MedMal Maven telling you he needs a SNT with Medicare Setaside by 9 a.m. Monday or the judge will hold him in contempt. This presentation will discuss how we can work more efficiently and profitably to serve our joint clients when the end result of litigation will be a SNT.
3:20 - 4:10 p.m. EDT
Basic Trust Distributions…Nope!
Megan Brand and Yolanda Mazyck
From the most mundane to very complex distributions, all need to be evaluated using a framework inclusive of person-centered planning. We will address how we handle distributions from our varying perspectives.
4:10 - 5:00 p.m. EDT
Q&A Session
Craig Reaves, Rebecca Morgan, Stuart Zimring, Megan Brand, and Yolanda Mazyck
Join the webinar speakers for an interactive Q&A session.