Webinar: 2020 Fundamentals of Special Needs Trusts Administration - Schedule
The Fundamentals of Special Needs Trust
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
2:10 p.m. - 3:10 p.m. EDT
Budgeting and Counseling Policy and Tactics for Small or Large Special Needs Trusts
3:10 p.m. - 4:10 p.m. EDT
Using Trusts When Public Benefits Fail
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.