Effectively administering an SNT requires more than just compliance—it demands careful oversight to avoid mistakes that could jeopardize a beneficiary’s public benefits or financial well-being. Failure to properly manage distributions, reporting, or trust investments can lead to unintended consequences, including loss of Medicaid or SSI. In this session, you will learn the top tips for successful trust administration and common traps to avoid when managing these complex trusts. By mastering these strategies, you will ensure your clients’ trusts function smoothly and continue to serve the long-term needs of beneficiaries.