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Trustee Essentials Workshop: What You Need to Know About Administering a Special Needs Trust
Are You Prepared to Be a Trustee?
Have you been asked to act as a trustee of a special needs trust, but you’re not really sure what you’re signing up for?
Or perhaps you’re already the trustee of a special needs trust, but you’re feeling overwhelmed and confused by all the details you need to keep track of and worried about doing it all correctly.
You might be wondering…
- What are my legal responsibilities as a trustee?
- How do I ensure that what I do as a Trustee complies with legal requirements?
- Do I need a lawyer?
Helping a loved one or friend by stepping into the role of trustee may seem like the right thing to do.
However, a trustee has important responsibilities that can seriously impact the beneficiary’s eligibility for government programs and financial well-being for years to come.
That’s why it’s important to understand your role as a trustee and how to comply with the relevant rules and regulations.
Get the answers you need to confidently protect your loved one’s assets and quality of life with the Trustee Essentials Workshop.
Regular Price: $49
Act Fast: The first 20 registrants get in for $39!
Webinar held 5:30 EST, June 27th.
Trustee Essentials Workshop: What You Need to Know About Administering a Special Needs Trust
In this live, 60-minute workshop, you’ll learn about the fundamentals of being a special needs trust trustee, including:
What you need to know before agreeing to act as a trustee - and what to do now if you’ve already said yes
- How to avoid the common pitfalls in administering a special needs trust so you can protect yourself and the beneficiary’s assets and well-being over the long term
- What makes the role of a special needs trusts trustee more complex than that of other types of trustees
You’ll also gain practical insight to help you with the day-to-day administration of a special needs trust, including:
- How to navigate the complexities of government benefits programs and how they impact your role as a trustee
- What a conflict of interest looks like and how to avoid it
- The records and receipts to keep so that you are prepared in case of an audit
Who is the Workshop For?
- Friends or family members of disabled individuals who are considering becoming a trustee of a special needs trust
- Friends or family members of disabled individuals who are currently a trustee of a special needs trust
What's Included?
- Live 60-minute workshop followed by a 10-minute Q & A session
- Access to workshop recording for 90 days
- Bonus Material: FAQs and Best Practices For Managing a Special Needs Trust
Frequently Asked Questions
How will this workshop help me as a special needs trust trustee?
Special needs trusts are complex, so while we can’t cover every aspect of being a trustee in one hour, you will come away from this workshop with a better understanding of the essentials of administering a special needs trust. You will also learn about common pitfalls and mistakes trustees make and how to avoid them.
I’m located in another state. Will the information in this workshop be relevant for me?
The information we’ll cover in this workshop is general and applies to special needs trusts, which are mostly covered under federal law (it applies to all states). It is not intended to be legal advice or a substitute for meeting with an attorney in your state to discuss your situation.
Will there be any follow-up support or resources available after the workshop?
Yes. A recording of the workshop will be available to you for 90 days after the workshop so you can review the information as needed. You will also receive a compilation of frequently asked questions and best practices for managing a special needs trust.
Ready to learn more?
Join the workshop to learn about the essentials of administering a special needs trust so you can make an informed decision about helping your loved one as a trustee.
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Meet the Workshop Presenter
Attorney Claudia Pringles is the Principal Attorney at The Law Office of Claudia I. Pringles and focuses on Special Needs Planning, Estate Planning, and Trustee Services. In addition to her professional expertise, as the mother of an adult daughter with special needs, Attorney Pringles has a deep personal understanding of the unique legal issues facing people with disabilities and their loved ones. She has also successfully advocated for laws that benefit people with disabilities in Vermont. In this workshop, Claudia breaks down legal matters related to special needs trusts in easy-to-understand language, offering practical information to help you make informed, empowered decisions as the trustee of a special needs trust.