Trustee School Agenda 2017

8:00am – 8:45am Registration and Breakfast

8:45am – 9:45am Using a Counseling Session with Family Members to Manage Expectations

Thomas D. Begley, Jr. of Begley Law Group will discuss using a counseling session with family members to manage their expectations with respect to expenditures from the trust. What are appropriate expenses for the trust fund to pay and what are appropriate expenses to pay using Social Security Income?

9:45am – 10:45am 10 Biggest Problems Working With Beneficiaries

Jacqueline W. O’Connor, Vice President, Trust & Estate Advisor, Comerica Wealth Management Services will discuss the problems trustees face when working with beneficiaries, resolutions to those problems, procedures for distributions from the trust, complaint resolution process and communications with beneficiaries and their families.

10:45am – 11:00am Break

11:00am – 12:00pm Protecting the SNT Trustee when Dealing with Courts, Public Benefit Agencies and Families

Ann Koerner, President, National Care Advisors will discuss protecting the SNT when dealing with courts, public benefit agencies and families through best practices in administration, sustainable budgets and monitoring prudent investments as well as properly paying for housing and caregiving through a properly administered SNT.

12:15pm – 1:30pm Lunch

1:30pm – 2:30pm Changes in Social Security Affecting the Administration of Self-Settled Special Needs Trusts

Mandy Stokes of the Social Security Administration will discuss Special Needs Trusts and SSI, including the latest developments within the Social Security Administration with respect to POMS and the guidelines for Special Needs Trusts.

2:30pm – 3:30pm Medicaid Changes Affecting Administration of Special Needs Trusts

Mark Newell, Esq. and Lesley Oakes, Esq., Office of General Counsel of the Department of Human Services will discuss what’s new with Medicaid and how they affect the administration of Special Needs Trusts.

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