Tax Reporting | Special Needs Academy

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Trust Administration Masterclass

Welcome to the Special Needs Trust Administration Masterclass

Introduction to the Course
Resources
A Refresher on Special Needs Trusts

Reviewing Assets in the Trust

Asset Inventory and Review
Real Estate Assets
Retirement Plan Assets

Managing the Trust

Distributions to the Beneficiary
Charging Trustee Fees
Creating a Budget or Spending Plan
Tax Reporting

Navigating Challenges in the Role as Trustee

5 Things to Consider if the Trustee Role is Right for You
When Things Go Wrong
Working with a Difficult Beneficiary
Permission to Reflect and Relax

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Tax Reporting

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