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.