Hickman Lowder

We meet the lifetime legal needs of children and adults with disabilities, the elderly, and their families.

Trustee School: Administering a Special Needs Trust – February 25, 2023

by | Feb 27, 2023 | Adults With Disabilities, Children With Special Needs, Firm News, Guardianship, Trusts

Hickman Lowder is dedicated to ensuring successful administration of the trusts that we draft for your family members with special needs. This includes educating your trustees so they are prepared to successfully administer the trust you have established.

On February 25, 2023, Hickman Lowder Attorneys Ethan A. Welch, George O. Aljoe, and Helen L. Rapp hosted a virtual session of Trustee School. The following topics were discussed: trustee responsibilities, including taxation and reporting requirements; government benefits and how trust administration can impact those benefits; and using care managers to ensure quality of life.

This session was recorded and can be viewed through the following link: https://youtu.be/EVJK1j9L8tU.  Slides for the presentation can be accessed and downloaded at 2023_Trustee_School_Presentation_PDF.