How to Administer a Special Needs Trust: Session 2

This annual training and update for Parents, Trustees and Successor Trustees of Special Needs Trusts and OBRA ‘93 Trusts has been reconfigured into a three-part series of evening webinars to accommodate these unusual times. The webinars are complimentary, and will be presented by the Fletcher Tilton Special Needs team.

This second session will include:

• Trust Accounting by Toni P. Brogna, CTFA, Director of Trust & Estate Services
• Care Management/Real Life Examples by Trust Administrator Jennifer Zaparaskas and Care Manager Lainie Petrou
• Taxation by Dani N. Ruran, Esq., Chair of the Retirement Planning Practice Group

Click here to register for Session 2