I was honored to be a panelist for this presentation with Stephen Dale, Attorney at Law on “Utilizing Professional Care Managers in Special Needs Trusts” on June 25, 2014.
We discuss the importance of including a Care Manager in a Special Needs Trust to assess the needs of the beneficiary and develop a distribution plan that can help direct the trust and allow the trustee, advisory committee or trust protector make common sense decisions based on client centered needs.