Administering a Special Needs Trust After Parents Are Gone

The choice of a trustee or management system is often the greatest factor as far as the effectiveness of a special needs trust. Family members often fill the role of trustee, but there is an alternative: the private, professional fiduciary.

Please join Lee Ann Hitchman of Hitchman Fiduciaries and Stephen W. Dale of the Dale Law Firm and Golden State Pooled Trust as they explore the role of a California Licensed Private Fiduciary (CLPF) and special needs trust administration, including:
– The who/what/when/why of special needs trust administration.
– Who will serve as trustee of the special needs trust? Are there alternatives to a family member?
– How do I ensure that the special needs trust provides the best possible quality of life for the beneficiary?
– How an advisory committee or trust protector can include family members and natural supports on the management team.

This webinar will provide live Spanish interpretation.

This is a Connections California event, a project of Parents Helping Parents – Silicon Valley in collaboration with the Team of Advocates for Special Kids (TASK). Your registration data will be collected by Parents Helping Parents and shared with TASK. The agencies take privacy and confidentiality seriously, the privacy policy is located on the websites.

Connections California is sponsored in part by the San Andreas Regional Center and the California Department of Developmental Services.

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