How to Be an Effective Trustee of a Special Needs Trust

This is a comprehensive course designed by Christine Matus for families who have established a Special Needs Trust (SNT) for a loved one with a disability.

This course will empower you with the knowledge and skills necessary to effectively manage a Special Needs Trust, ensuring the financial security and well-being of the beneficiary while preserving their access to essential government benefits such as SSI and Medicaid while safeguarding their financial future. As a Trustee, you play a crucial role in managing the trust in the best interests of the beneficiary, the person with a disability. This course is designed to equip you with the tools and knowledge needed to navigate the complexities of managing a Special Needs Trust effectively and with confidence.

The course consists of 5 modules, which are:

Introduction to Special Needs Trusts

Types of Special Needs Trusts

The Rules of Special Needs Trusts

Financial Aspects of Special Needs Trusts

The Trustee's Role

What our clients say

Table of Contents

FREE Webinar on Special Needs

Estate & Financial Planning.

4/11 at 4 PM

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