Webinar: 2020 Fundamentals of Special Needs Trusts Administration - Agenda

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.


1:00 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
The passage of the SECURE Act changed the planning options available to beneficiaries. In this session Robert Fleming will explain the provisions of the ACT, how those apply to SNTsand what trustees need to do in light of these changes.


2:10 p.m. - 3:10 p.m. EDT
Using Trusts When Public Benefits Fail 
Bryn Poland
Sometimes a beneficiary is not eligible for public benefits or loses eligibility. In such instances the SNT becomes a lifeline in covering various expenses for the beneficiary. In this session Bryn Poland will explain how to use the SNT to cover essential expenses for the beneficiary.


3:10 p.m. - 4:10 p.m. EDT
Budgeting and Counseling Policy and Tactics for Small or Large Special Needs Trusts
Mark Shalloway
SNTs come in all amounts-small or large. It's important for trustees to understand that budgeting and counseling has to be tailored to the individual SNT. Mark Shalloway will explain the factors for the trustee to consider in developing policies and budgets able the range of tactics to use in implementing the budget for the SNT.


4:10 p.m. - 5:00 p.m. EDT
Recent Developments - Question and Answer Panel
Gentry Byrnes, Chief Trust Officer for Raymond James, will moderate a panel discussion by the presenters who will discuss recent significant developments in trust administration as well as respond to audience questions.