Common Problems and Solutions in Administering Special Needs Trusts

Administering Special Needs Trusts can be particularly problematic because it involves caring for beneficiaries with special needs and the risk of losing critical benefits. This program will cover the common problems attorneys encounter in administering special needs trust including finding a good trustee, managing the beneficiary’s expectations, handling distributions, handling a failed trust, and dealing with creditors. This program will also cover common solutions including decanting, trust termination, NJSAs, guardianships, changing trustees, as well as using pooled trusts, corporate trustees, trust protectors, care managers, and considering ABLE accounts as an alternative. Understanding the problems and solutions in administering special needs trusts will enable you to better advise your clients on creating a special needs trust in addition to solving problems after they arise.

Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR

SKU: P9016-25R-03

$70.00 or 1.00 credits

Qty: decrease increase

Expires: 09/01/2027

Common Problems and Solutions in Administering Special Needs Trusts
Administering Special Needs Trusts can be particularly problematic because it involves caring for beneficiaries with special needs and the risk of losing critical benefits. This program will cover the common problems attorneys encounter in administering special needs trust including finding a good trustee, managing the beneficiary’s expectations, handling distributions, handling a failed trust, and dealing with creditors. This program will also cover common solutions including decanting, trust termination, NJSAs, guardianships, changing trustees, as well as using pooled trusts, corporate trustees, trust protectors, care managers, and considering ABLE accounts as an alternative. Understanding the problems and solutions in administering special needs trusts will enable you to better advise your clients on creating a special needs trust in addition to solving problems after they arise.

Heather E. Voorn, Voorn, Jaworski, & Preston, PLLC, New Lenox &
Kristin Wood, Voorn, Jaworski, & Preston, PLLC, New Lenox

Program Date	10/01/2025

Program Date	10/01/2025

Planning for Large Estates

P9007-25R-07B

Explore key strategies for handling large estates, including tax-efficient planning, trust structures, liquidity management, and compliance with current estate and gift tax laws. Gain practical guidance to help clients preserve and transfer wealth effectively.
Originally presented as part of Elder Law Short Course 2025.

$65.00

Public Benefits and Special Needs Trusts

P9016-25R-02

Everyone knows that Special Needs Trust protect assets from being counted for public benefits eligibility, but which public benefits are doing the counting and how are they counting? The eligibility rules for each program are different and can feel like an endless wormhole to practitioners. End the confusion and learn the basics of eligibility for Medicaid, Medicare, SSI, SSDI, HUD, Link, and PASS. Understanding the eligibility rules for these programs will enable you to advise your clients on whether a special needs trust is right for them or a loved one.

$70.00

Best Practices for Special Needs Trust Administration

P9016-25R-04

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.

$70.00

Common Problems and Solutions in Administering Special Needs Trusts

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Planning for Large Estates

Public Benefits and Special Needs Trusts

Best Practices for Special Needs Trust Administration