Trust Administration: Family Trustees vs. Professionals

Trust Administration: Family Trustees vs. Professionals
This session will explore the distinct paths of special needs trust administration — the road traveled by family trustees and the parallel route travelled by professional management, each presenting its own unique challenges and opportunities. Learn how to prevent wrong turns when a family member serves as trustee and smooth the path between professional trustees and family advocates, ensuring both roads lead to the best outcomes for disabled beneficiaries.
199.00

Presenters

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Bridget O'Brien Swartz

Mission Management & Trust Company

Phoenix, AZ

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