Tuesday, May 11, 2021 3:15 PM - 4:15 PM
Hanny Pei-Rodriguez
Senior Trust Administrator
BMO PRIVATE BANK
Chicago, Illinois
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.