E1 – Paying Caregivers From A Trust: Mitigating Risk To Safeguard Trust Assets

Do your clients pay for a caregiver, companion, or other service provider directly out of a special needs trust? While these arrangements are often managed casually, there is a great deal of care and responsibility that must go into handling these employment situations properly and abiding by applicable labor laws – or risk being held liable for noncompliance.The employment law landscape is becoming increasingly complex – leaving employers with the responsibility of keeping up with the ever-changing rules and regulations around hiring, HR issues, termination, and everything in between. In this session, Cheryl Severson, Chief Customer Officer and Head of HR at TEAM Risk Management Strategies, will provide insights into the regulatory outlook on household employment – arming you with best practices to keep you, your clients, and their assets safeguarded when managing these nuanced situations.


Cheryl Severson

Cheryl Severson

TEAM Risk Management Strategies

Cheryl Severson is the Chief Customer Officer & Head of Human Resources for TEAM Risk Management Strategies, a firm that’s purpose-built to manage compliance and employment administration for trust-paid employees. She brings nearly 20 years of experience delivering HR thought leadership and client-focused solutions to companies of all sizes and across several industries. She’s overseen a wide range of functions since joining TEAM in 2014, including client services, human resources, and compliance. Cheryl holds a Bachelor of Arts degree in Communications from San Diego State University and currently lives in San Diego with her husband and two young children.