February Breakfast Meeting - Administration of the Special Needs Trust
Special Needs Trusts are becoming more prolific, more scrutinized, and more challenging to administer. Often, parents, siblings and other "laymen" end up in the position of Trustee on these Trust. Whether you are an attorney, accountant or financial advisor, your clients will have questions on what they can and cannot with these trusts. Please join us to learn some details and some pointers for advising these clients.
Cassandra Jones is an attorney with Heritage Law Group. Her practice focuses on estate planning and she has a heart for elder and special needs planning.