2018 Fundamentals of Special Needs Trust Administration Webinar

Gulfport, Florida
Friday, April 27, 2018
The Fundamentals of Special Needs Trust Administration Webinar 2017
2018 Fundamentals of Special Needs Trust Administration Webinar
Friday, April 27, 2018 1:00 PM - 5:00 PM (Eastern Daylight Time)

Stetson University College of Law
1401 61st Street South
Gulfport, Florida 33707
United States

1:00 - 1:10 p.m. EDT
Welcome and Announcements
Professor Rebecca Morgan

1:10 - 2:00 p.m. EDT
Tax Update
Robert B. Fleming
It happened.  Congress passed tax reform.  Want to read the entire law?  Of course you should, but even then you will need context and details. Learn from Robert Fleming about changes that affect SNTs - both drafting and administration.   

2:00 - 2:50 p.m. EDT
911... What's Your Emergency?  
G. Fred Riddle
Sometimes beneficiaries become violent or incoherent or upset beyond your abilities.  Do you call the police or try to handle the matter on your own?  What policies do you have in place for these tense situations?  Join retired Deputy Chief G. Fred Riddle to learn what you should try to handle yourself, when do you call 911, and how law enforcement are trained to step in to handle these situations.  

2:50 - 3:40 p.m. EDT
Budgeting for Disasters: Lions, Tigers and Hurricanes 
Shirley B. Whitenack
Last year was quite the year for hurricanes, but disasters of all kinds can happen at any time.  You have a budget for your beneficiary.  But then disaster strikes and blows your budget out of the water.  There are some federal programs that may help with natural disasters, and hopefully the beneficiary's property is insured.  What do you do how?  

3:40 - 4:45 p.m. EDT
Trust but Verify: When Your Beneficiary Tries to Play the Trust Administrators
Megan Brand and Mary Alice Jackson 
Seriously,  It happens.  The beneficiary wants you to send a corporate check so the beneficiary can write down the bank routing numbers.  The beneficiary makes up a receipt for reimbursement for a purchase never made.  You name it, someone has tried it.  What do you do to prevent this?  What happens if something slips through?  

4:45 - 5:00 p.m. EDT
Question and Answer Panel  
Megan Brand, Robert B. Fleming, Mary Alice Jackson, G. Fred Riddle and Shirley B. Whitenack
The days speakers will problem solve for the audience. 

 

Contact Information

  • Office of Professional Education
    Stetson University College of Law 
    Phone:(727) 562-7312
    Fax: (727) 347-5044
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