Name
Best Practices for Administering Special Needs Trusts
Date & Time
Thursday, April 10, 2025, 12:00 PM - 1:00 PM
Speakers
Kristen M. Lewis - Harrison LLP
Description
Properly administering a beneficiary’s network of special needs trusts (SNTs) is the cornerstone of an effective special needs plan. This program will address how to identify and correct the mistakes frequently made by a beneficiary’s allied professionals during the creation and funding of SNTs (both before and after the trustee has accepted those SNTs), as well as how to avoid common pitfalls while actively administering SNTs.
Course Level
Advanced
Course Focus
Trusts & Estates
Credit Type
General
Eligible CLE Credits
1.00
CLE Eligibility
Eligible for CLE credit