Name
Trust and Verify: Ensuring Safe Pooled Special Needs Trusts for Your Clients
Date & Time
Friday, March 28, 2025, 2:45 PM - 4:00 PM
Description
Many attorneys and financial advisors struggle with identifying the best options for clients with special needs regarding long-term protection. With pooled SNTs becoming more widely used, choosing the right provider has never been more critical, especially in the wake of the Center for Special Needs Administration founder’s $150 million theft, which has shaken trust in the system. This session will explore the latest developments in pooled SNTs and provide insights on key considerations when selecting a provider, including fees, services, and compliance. By the end of this session, you will have the tools to confidently guide your clients toward the best trust provider, ensuring they receive the care and financial protection they need.
Speakers