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

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

Budgeting and Accounting Issues in Guardianships

P1906-25R-06

Managing financial matters in guardianship cases requires attorneys to navigate complex budgeting, accounting, and compliance obligations. This session will explore key legal and fiduciary responsibilities related to guardianship finances, including court-approved budgets, annual accountings, record-keeping requirements, and best practices for managing client assets. Gain insights into common financial pitfalls, ethical considerations, and strategies for ensuring transparency and compliance with guardianship laws.
Originally presented as part of the Guardianships Institute 2025 Course.

$65.00

But I Just Did What Mom Wanted Me To Do….Pursuing a Claim Against an Agent Under the Illinois Power of Attorney Act

P9007-25R-10B

Attorneys face many complexities when representing heirs, particularly when actions taken during the decedent’s lifetime—often by an agent acting under a Power of Attorney—come to light after the death of the decedent. When all assets pass by operation of law directly to beneficiaries, outside of an estate or trust, Attorneys may need to consider other avenues to pursue remedies for their clients. Using real-world examples, we’ll examine common conflicts that arise when agents claim they were "just doing what Mom wanted," and evaluating claims against agents under the Illinois Power of Attorney Act.
Originally presented as part of Elder Law Short Course 2025.

$65.00

Common Problems and Solutions in Administering Special Needs Trusts

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Best Practices for Special Needs Trust Administration

Budgeting and Accounting Issues in Guardianships

But I Just Did What Mom Wanted Me To Do….Pursuing a Claim Against an Agent Under the Illinois Power of Attorney Act