ICLE | Special Needs Trusts: Administration
Special Needs Trusts: Administration
On-Demand Seminar (Posted 12/15/20) | Level: Intermediate
Cosponsored by the Probate and Estate Planning Section of the State Bar of Michigan

Part three of our series on Special Needs Trusts focuses on the administration of a special needs trust. Our experts lay out the best practices for effective and coordinated management of the trust for the beneficiary. They also have advice for ways to avoid common mistakes.

Watch so you can:

  • Navigate troublesome purchases
  • Set up proper accounting to avoid comingling funds
  • Guide the trustee as necessary to disbursements
  • Avoid direct payments to beneficiary
Available Formats
Attend online at your convenience. Includes individual access to electronic materials for three years. These may include written materials, a PDF of the presentation, and any video or audio recordings.
Michele Fuller and David Sprague discuss ways to avoid common pitfalls in special needs trust administration....
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