2023 Fundamentals of Special Needs Trusts Administration - Agenda

Friday, April 21, 2023


12:30-12:40 pm EDT
Welcome and Announcements
Professor Roberta Flowers

12:40-1:20 pm EDT
The Basics of Special Needs Trusts
Mary Alice Jackson
In today’s world, there are many options from which to choose when protecting public benefits eligibility.  In this session we’ll explore the fundamental who, when, why, and what of special needs trusts when planning in 2023.

1:20-2:10 pm EDT
Ethics in Special Needs Trust Planning
Stu Zimring
The intended Beneficiary, the family, the proposed Trustee, the PI Lawyer are all sitting in your conference room. Who’s the Client? Quickly becomes “Who’s On First?” as we examine the ethical issues involved in drafting and administering SNTs.

2:10-2:50 pm EDT
Guardian and Trustee: A Marriage Made in …
Slade Dukes and Kerry Tedford-Coles
The relationship between guardian and trustee can sometimes be complicated. The balance of case management and fiduciary duty can be a challenge despite both parties wanting the best outcome for the beneficiary. The speakers will discuss guardian and trustee duties, use case studies to analyze successes and disappointments along with tips on how to ensure this is a marriage made in heaven.

2:50-3:00 pm EDT
Sponsor Break - ElderCounsel

3:00-3:40 pm EDT
Welcome! Now What?: Beneficiary Intake and Onboarding 
Megan Brand and Yolanda Mazyck
Deciding to relinquish control of one's assets to a trustee is difficult. Many may question that decision when attempting to access the funds held in trust, which can overwhelm the beneficiary and their support network. Establishing a cohesive intake and onboarding process can reduce the dreaded "buyer's remorse" many beneficiaries may experience between the time the ink dries, and requests are submitted. This presentation will provide options for inclusion when developing or revising a comprehensive intake and onboarding process for special needs trust practitioners.

3:40-4:20 pm EDT
The Trust Protector 
Shirley Whitenack
Trust protectors are often appointed to oversee the management of a special needs trust by the trustee. This session will discuss the advantages and disadvantages of designating a trust protector, including the powers of a trust protector, compensation for the trust protector and the trust protector’s liability.

4:20-5:00 pm EDT
Q&A Session
All Webinar Speakers
Join the webinar speakers for an interactive Q&A session.