Evaluating And Defending Challenging Special Needs Trust Disbursement Requests

This program describes how to evaluate and defend a trustee’s decisions on Special Needs Trust distributions. A professional fiduciary will face difficult decisions when a beneficiary seeks disbursement for something that may be challenged by the Social Security Administration (SSA), a Probate Judge, the Department of Health Care Services (DHCS), other family members, or some other person or entity. This program lists the easiest SNT disbursements to make, along with those that require more analysis and those that should be avoided. The speaker has spent decades successfully defending SNT trustee’s decisions against the SSA, DHCS, court system, and many others. This program explains the best ways to avoid trouble.