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.
Session 2: Ask the Experts: Trustee Obligations and Administration - The experts address concerns about Trustee obligations and administrations issues while administering a trust.
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1.
SNT Trustee Obligations and Trust Administration Best Practices (Mar 2019)
Peter J. Wall
0.75
0.75
0.00
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Session 1
—43 mins
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: Feb 2019 Special Needs Trusts
Peter J. Wall,
True Link Financial - Denver, CO
Show session details
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
Preview Materials
Download session materials for offline use
Session 2
—61 mins
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: 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