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 great deal of patience. This program will review your intake process in agreeing to take on a case, creating a team to serve the client’s needs, and summarize other important aspects of administration including finding housing, obtaining public benefits, serving as payee, and providing advocacy. This program is designed so the professional can learn the tools to serve this population by using their professional skills and resources.
PROFESSIONAL FIDUCIARY ASSOCIATION OF CALIFORNIA
Education, Advocacy and Advancement for Professional Fiduciaries
SNT Trust Administration For The Mentally Ill Beneficiary
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About the Course
Member Price: $75.00
Non-Member Price: $100.00
CE Awarded:
1.5
Presented Date: May 3, 2019
Meredith Taylor began her career at IMT in 1994 as a Case Manager after graduating with her Bachelor of Arts degree in Psychology. She went on to pursue her Master of Arts degree in Counseling Psychology and became a licensed Marriage and Family Therapist and a California Licensed Professional Fiduciary. In 2009, Meredith became a partner of IMT Associates and in 2018, became the sole owner.
In addition to her own caseload of clients, Meredith supervises case management services, provides leadership to our staff and identifies learning and development opportunities. She manages new referrals for our services and provides client assessments and consultations. Through the years, Meredith has worked closely with a wide variety of clients, focusing on the elderly, mentally ill and developmentally and physically disabled who are suffering from dementia, depression, alcohol and drug dependence and other serious medical and psychiatric conditions.
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