The Fletcher Tilton Trust & Estate Group has been providing training on Special Needs Trust Administration for over twenty years. The purpose of this training is to provide a high-level overview of the essential aspects of administering a special needs trust. This training is useful for parents who nominate individuals to serve as a Trustee for their son or daughter with a disability, for individuals who have been asked to consider serving as a Trustee in the future, as well as for individuals who are currently serving as a Trustee. Other parties who may be interested in attending the webinar are beneficiaries, financial advisors, insurance professionals and advocates.
This year we will be presenting this training in a three part webinar format on three consecutive Wednesdays evenings from 6:30 p.m. to 8:00 p.m. beginning on October 18, 2023 and ending on November 1, 2023
Session One: October 18, 2023
Introduction and Overview of Special Needs Planning and Trust Administration
A review of the objectives of a special needs plan, an overview of the types of trusts and other tools used in a special needs plan, and the Roles and Responsibilities of a Trustee.
Presenters: Fred Misilo, Esq., Ed.M. and Dani Ruran, Esq.
Government Benefits Overview and the Intersection of Guardianship, Supported Decision-Making with Special Needs Trust Administration
Session Two: October 25, 2023
A compendium of important federal and state benefits will be presented, including how financial eligibility rules need to understood by Trustees – especially in making distributions. A discussion on guardianship and alternative options to guardianship such as supported decision-making tools will be presented
Presenters: Theresa Varnet, Esq., M.S.W. and Anne Grenier, Esq., M.S.W.
Moderator: Fred Misilo, Esq., Ed.M.
Session 3 – November 1, 2023
Practical Realities in Special Needs Trust Administration
An informative presentation on real life scenarios managed by Trust Administrators and Trustees in the Fletcher Tilton Trust Administration Group will give a practical, realistic perspective in the day to day activities in administering a special needs trust. The practical role of a Trustee as a purchaser of services and supports will be presented. An important element of administering a trust is documentation. Trust accounts and the process of documenting the termination of a special needs trust will be presented. Finally, since experience is a great teacher, a discussion of pitfalls Trustees should be aware of and avoid will be discussed.
Presenters: Jennifer Zaparaskas, Manager of FT Trust Administration Manager; Rosalie Edes, FT Senior Advisor on Disability; Michael Lahti, Esq.; Theresa Varnet, Esq., M.S.W.; and Attorney Fred Misilo, Esq., Ed.M.
Moderator: Fred Misilo, Esq., Ed.M.
Register for the 3 webinars here https://www.fletchertilton.com/Seminars
