C4 – Evaluating and Defending Challenging Special Needs Trust Disbursement Requests

This program describes how to evaluate and defend a trustee’s decisions on Special Needs Trust
distributions. A professional fiduciary will face difficult decisions when a beneficiary seeks disbursement
for something that may be challenged by the Social Security Administration (SSA), a Probate Judge, the
Department of Health Care Services (DHCS), other family members, or some other person or entity. This
program lists the easiest SNT disbursements to make, along with those that require more analysis and
those that should be avoided. The speaker has spent decades successfully defending SNT trustee’s
decisions against the SSA, DHCS, court system, and many others. This program explains the best ways to
avoid trouble.


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