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My Life as a Special Needs Trustee

Tuesday, January 15, 2019 12:00 PM to 1:00 PM
Boston Bar Association - 16 Beacon Street, Boston, MA


This presentation will discuss being Trustee or advising Trustees of a special needs trusts.

  • Special Assets such as real estate and automobiles
  • Challenging Beneficiaries
  • Various distribution standards; the difference between 1st party and 3rd party special needs trusts
  • Tax rules including retirement plan assets
  • Asset protection
  • What to do if you inherit a trust with a problem

Bring your questions and scenarios and let’s have a fun discussion!

Registration Categories:
BBA Member – Free. Included as part of your membership.
Non-Member - $100.00


Sponsoring Section/Committee(s):




Carolyn Barrett


BBA Event Calendar