Webinar: 2020 Fundamentals of Special Needs Trusts Administration - Schedule

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
[Description forthcoming]

2:10 p.m. - 3:10 p.m. EDT
Budgeting and Counseling Policy and Tactics for Small or Large Special Needs Trusts
Mark Shalloway
[Description forthcoming]

3:10 p.m. - 4:10 p.m. EDT
Using Trusts When Public Benefits Fail 
Bryn Poland
[Description forthcoming]

4:10 p.m. - 5 p.m. EDT
Recent Developments - Question and Answer Panel
Robert, Mark, and Bryb will answer questions from attendees. Moderated by Gentry Byrnes.