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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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Permission to Reflect and Relax
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