2015 Trustee School

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Date/Time
Sat, Nov 14 2015
10:00 AM - 12:15 PM

Location
Penton Media Building

Categories


Sponsor: Hickman & Lowder Co. L.P.A.
Contact: info@hickman-lowder.com or (216) 861-0360
Cost: Free
Trustee School is a complimentary educational session that covers the nuts and bolts of special needs trust administration, including:

  • Trustee responsibilities
  • Government benefits basics and how trust administration can impact those benefits
  • Taxation and reporting requirements
  • Using care managers to ensure quality of life