Fiduciary Compliance Toolkit
About this bundle
Fiduciaries managing Special Needs Trusts must meet the highest standards of care, documentation, and regulatory awareness. We’ve curated the Fiduciary Compliance Toolkit to help you do exactly that.
This bundle includes six courses focused on real-world compliance issues like SSA POMS, trustee duties, McGee distribution impacts, and courtroom expectations.
Available on-demand through June 19.
What You Will Learn
Included Courses:
Trustee's Recordkeeping and Accounting Requirements
This course describes the Trustee’s often-overlooked record-keeping and accounting duties. Yet, the failure to meet these responsibilities can be dire, especially when audited by a beneficiary, their family, successors, or others.
Navigating Turbulent Waters: Best Fiduciary Practices for Investing During Challenging Times
Trustees will acquire a deep understanding of fiduciary investing, focusing on key principles such as risk management, asset allocation, portfolio diversification, and compliance with the Uniform Prudent Investor Act.
Mock Court Hearing: How Judges Review SNT Accountings and Reports
Observe several mock hearings that cover several SNT accounts and reports in which the Honorable Mary House examines certain parts of the SNT accounting. Learn first hand what courts are looking at first.
Ensuring Compliance: SNT Distributions under McGee Case and the SSA’s POMS
Compliance with McGee and POMS rules is crucial for making and documenting special needs trust (SNT) distributions. This course will provide a comprehensive overview of the legal requirements and best practices for adhering to these guidelines.
Fiduciary Tax Planning for Special Needs Trusts: Best Practices for Legal, Trustee, and Financial Professionals
Gain a comprehensive understanding of fiduciary income tax planning specifically tailored for first-party and third-party special needs trusts
Effective Management of Retirement Assets in Special Needs Trusts: Ensuring Compliance and Avoiding Pitfalls
Learn about the complex interplay between retirement account rules and SNT requirements, including tax implications, distribution rules, and strategies for integrating retirement assets into the broader trust administration plan.
Avoid Mistakes. Ensure Compliance. Your Toolkit is Here.
This course also includes:
- Full Lifetime Access
- Resources & Materials
- Certificate of Completion