Conference Materials

2021

Concurrent Sessions - Special Needs Trusts

Tuesday, May 11, 2021 3:15 PM - 4:15 PM

Speaker

Hanny Pei-Rodriguez

Hanny Pei-Rodriguez
Senior Trust Administrator 
BMO PRIVATE BANK
Chicago, Illinois

Speaker Bio

Session Description

Hanny Pei-Rodriguez
Senior Trust Administrator 
BMO HARRIS BANK, N.A. 
Chicago, Illinois

This session will provide you with a working knowledge of the responsible administration of Special Needs Trusts (self-funded, third party, and Court supervised), government benefit eligibility in the context of Special Needs Trusts, effective management of beneficiaries, family caregivers, and appropriate expenses, and due diligence factors to consider in effectively managing associated risks.

Session Material

Presentation