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Beyond the Documents: Preparing Trustees, Executors & Guardians to Support Special Needs Beneficiaries
Guest Expert: Kristin Carleton and Nick Thompson, Esq.
Date:
Attendee's Excellent Rating: 87%
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 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.

missy@financia…

Fri, 04/18/2025 - 14:35

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.
Beyond the Documents: Preparing Trustees, Executors & Guardians to Support Special Needs Beneficiaries 04-18-2025