SNT Trust Administration For The Mentally Ill Beneficiary

Cost: $75 PFAC Member – $100 Non-Member

Speaker: Meredith Taylor, CLPF

CEU Awarded: 1.5 Trusts

Presented Date: 05/03/2019



About the Course

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.

Meredith Taylor, CLPF

Meredith Taylor has been working in the fiduciary field since 1994, She has her Master’s degree in Psychology and is a licensed Marriage and Family Therapist and a California Licensed Professional Fiduciary. In 2009 she became a partner of IMT Associates and now serves as the sole owner and fiduciary. Meredith is also the Northern Region President and Chair of Legislation for the Professional Fiduciary Association of California. She has a particular interest in serving the mentally ill population and working with families during difficult transitions. Her fiduciary practice is located in San Leandro and serves all surrounding counties.​