Beyond the Documents: Preparing Trustees, Executors & Guardians to Support Special Needs Beneficiaries
Guest Expert: Kristin Carleton and Nick Thompson, Esq.
Date:
Webinar Replay Description
Kristin Carleton, a financial planner, and attorney Nick Thompson led a comprehensive seminar on training executors, trustees, and guardians to support individuals with special needs. Attendees gained practical tools and strategies for preserving government benefits, facilitating long-term care, and fostering meaningful collaboration among key decision-makers.
Comments
A few comments from listeners when they were asked what the learned from the webinar:
Nuances of special needs trusts and the importance of truly understanding the language within the trust.
- Will M.
The importance of good communication; also, the need for specificity on disposition of personal property.
- George H.
Being much more insistent on team gatherings and reviews. Plus, more focus on education versus assuming they know what documents are in their hands.
- Kathryn P.
Nuances of special needs trusts and the importance of truly understanding the language within the trust.
- Will M.
The importance of good communication; also, the need for specificity on disposition of personal property.
- George H.
Being much more insistent on team gatherings and reviews. Plus, more focus on education versus assuming they know what documents are in their hands.
- Kathryn P.
Beyond the Documents: Preparing Trustees, Executors & Guardians to Support Special Needs Beneficiaries 04-18-2025
Attendees Comments:
Nuances of special needs trusts and the importance of truly understanding the language within the trust.
- Will M.
The importance of good communication; also, the need for specificity on disposition of personal property.
- George H.
Being much more insistent on team gatherings and reviews. Plus, more focus on education versus assuming they know what documents are in their hands.
- Kathryn P.