Live webcast on 12/10/2025 at Noon
Acting as a trustee of a Special Needs Trust is complex and governed by numerous state and federal regulations. Every trustee needs a step-by-step guide to understand their duties under the ITC, duties to disclose and report to SSA and Medicaid, duties to account to beneficiaries and public benefits agencies, how to budget, invest and manage distributions (including using a TrueLink Card), and how to utilize care planning and care managers to fulfill their fiduciary duties. You will walk away from this presentation with helpful tips and checklists you can immediately put into practice for the benefit of your clients.
Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
Live Webcast on Wednesday, December 10, 2025 from 12:00 - 1:00 PM
Best Practices for Special Needs Trust Administration
Acting as a trustee of a Special Needs Trust is complex and governed by numerous state and federal regulations. Every trustee needs a step-by-step guide to understand their duties under the ITC, duties to disclose and report to SSA and Medicaid, duties to account to beneficiaries and public benefits agencies, how to budget, invest and manage distributions (including using a TrueLink Card), and how to utilize care planning and care managers to fulfill their fiduciary duties. You will walk away from this presentation with helpful tips and checklists you can immediately put into practice for the benefit of your clients.
Stacy Berk, BMO Bank N.A., Chicago
Michael Drabant, A. Traub & Associates, Lombard
Scott Nixon, Life’s Plan Inc., Lisle
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