The FT Attorneys at Law Trust & Estate Group will hold its 3rd webinar for the Essential Elements of a Special Needs Trust Administration Complimentary Webinar Series on Wed, Nov 1, from 6:30-8:00 PM.
Webinar 3: 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, Rosalie Edes, M.S., C.A.G.S., FT Senior Advisor on Disability, Michael Lahti, Esq., Theresa Varnet, Esq., M.S.W., and Fred Misilo, Esq., Ed. M.
Register here https://register.gotowebinar.com/register/157977165099838813
Fletcher Tilton has been providing training on Special Needs Trust Administration for over 20 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.
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