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eCourse

SNT Trustee Obligations and Administration: Best Practices and Tips from the Experts

Contains material from Mar 2019

SNT Trustee Obligations and Administration: Best Practices and Tips from the Experts
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Session 1: SNT Trustee Obligations and Trust Administration Best Practices Learn about the challenges facing fiduciaries when navigating complex public benefits issues and regulatory oversight. “Best practice” tips that will assist with managing SNT beneficiary expectations while simultaneously limiting professional liability and providing the utmost in service to clients with disabilities are also provided.
 
Session 2: Ask the Experts: Trustee Obligations and Administration The experts address concerns about Trustee obligations and administrations issues while administering a trust.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 1.75 | 1.00 ethics
  • Credit Info
  • TX, CA
  • Specialization: Estate Planning and Probate Law
  • TX MCLE credit expires: 3/31/2022

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Preview Sessions
Credit

1. SNT Trustee Obligations and Trust Administration Best Practices (Mar 2019)

Peter J. Wall

0.75 0.75 0.00 0.75 | 0.75 ethics
Preview Materials

Download session materials for offline use

(mp4)
43 mins
(mp3)
43 mins
(pdf)
22 pgs
(pdf)
12 pgs
Session 1 —43 mins
0.75 | 0.75 ethics
SNT Trustee Obligations and Trust Administration Best Practices (Mar 2019)

Discuss the challenges facing fiduciaries when navigating complex public benefits issues and regulatory oversight. “Best practice” tips that will assist with managing SNT beneficiary expectations while simultaneously limiting professional liability and providing the utmost in service to clients with disabilities will also be provided.

Originally presented at: Feb 2019 Special Needs Trusts

Peter J. Wall, True Link Financial - Denver, CO

2. Ask the Experts: Trustee Obligations and Administration (Mar 2019)

Nancy Sosa, David Estes, Haley D. Greer, Peter J. Wall

1.00 0.25 0.00 1.00 | 0.25 ethics
Preview Materials

Download session materials for offline use

(mp4)
61 mins
(mp3)
61 mins
Session 2 —61 mins
1.00 | 0.25 ethics
Ask the Experts: Trustee Obligations and Administration (Mar 2019)

Trustees, bring your questions because the experts will be addressing concerns about Trustee obligations and administrations issues while administering a trust.

Originally presented at: Feb 2019 Special Needs Trusts

Nancy Sosa, Cadence Bank - Austin, TX
David Estes, Texas Regional Bank - McAllen, TX
Haley D. Greer, The Arc of Texas - Austin, TX
Peter J. Wall, True Link Financial - Denver, CO

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