CLE on Special Needs Trust Administration

The ABA is sponsoring a webinar entitled, Special Needs Planning: Traps in Special Needs Trusts Administration. The telephone seminar/audio webcast will be held on Wednesday, August 8, 2012 from 11:00 a.m. to 12:30 p.m. EDT and will provide 1.5 hours of CLE credit. The description of the program is provided below:

Preparing an estate plan that protects the interests of beneficiaries with special needs is just the first step. If that plan is not properly administered, even the best drafted documents will not ensure optimal protection and services for the intended beneficiary.

•  This program will cover:
  • Proper trust investment
  • Planning disbursements to protect eligibility for public benefits
  • Protecting against fraudulent claims for reimbursement
  • Accounting
  • Fees
  • Working with a professional trustee
  • Working with a family trustee
  • Proper and improper trust disbursementsSaying “no” to beneficiaries (and their families)
  • When to say “yes” to beneficiaries (and their families)
  • Wrapping up trust administration
  • Stories from the trenches