Sometimes, special needs planning does not go as expected, leaving attorneys and planners to clean up complicated situations. Whether dealing with poorly drafted documents, integrating individual retirement accounts (IRAs) into a special needs trust, managing complex family dynamics, or stepping in when no financial planning has been done, these issues can derail a trust’s success. This session will tackle the most common “hot mess” scenarios, including taking over SNT administration from a bad trustee and creating a viable plan when none exists. You will be equipped with strategies to resolve these difficult challenges and restore peace of mind for your clients.