The session will cover the establishment and administration of First Party and Third-Party Supplemental Needs Trusts in Surrogate’s Court. The current service delivery system to support individuals with disabilities and its failures will be the focus. Fiduciaries must look at their responsibilities and guide their decision making about the use of Supplemental Needs Trusts assets. The session will also cover the challenges and disputes that can arise during Trust administration, particularly when traditional rules governing actions by counsel and by fiduciaries are poorly defined and inconsistently applied. Suggested procedures to safeguard fiduciary decision making will be reviewed.
Presenter: Tara Anne Pleat, Esq.
Contact: Kate Tortora: Ktortora@nysba.org
