Course Category : Trust
Don’t Get Burned: What You Need to Know Before Delegating Your Authority to Investment Professionals
The professional fiduciary faces many challenges. Among them is deciphering the industries and rules governing the various professionals they may delegate to at times. This is especially true for the world of investments and investment professionals. It is often complex and confusing. This presentation is a pragmatic primer in what you need to know to […]
Discretionary Special Needs Trust Distributions & ABLE Accounts Overview
An in-depth review of discretionary special needs trust distributions allowable under Social Security Administration POMS rules, and how ABLE accounts can provide support for beneficiaries above and beyond these restrictions.
SNT Trust Administration For The Mentally Ill Beneficiary
Administering an SNT when a beneficiary has a mental illness is one of the most challenging tasks a professional will undertake. The beneficiary may not cooperate, can be verbally abusive, or even be a danger to themselves or others. Managing a SNT with this beneficiary requires special training, additional skills, a thick skin, and a […]
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