When the Rubber Meets the Road: Administering Special Needs Trusts in a Changing Service Environment

Event Details


This presentation will highlight the challenges faced by a trustee managing funds in a discretionary trust for a disabled beneficiary whose formal and informal support networks are changing, it will provide some practical suggestions for ensuring that distribution decisions are well informed and well documented and will review some recent cases which suggest how trustee conduct will be measured after the fact, frequently in contested accounting proceedings.

Presenters: Edward V. Wilcenski, Esq. and Michael S, Cognetti, Director of Adirondack Case Management &

Presentation Link: Professional Program – Details (rdmobile.com)