Fiduciary Team for A Loved One With A Disability (2019)

NAELA Summit 2019
Administration of a Special Needs Trust is more than not running afoul of the POMS. The trustee must be prepared to meet their fiduciary duties in management of the trust. This session will focus on prudent investor issues and managing the trustee/attorney/investment advisor/accountant team. Presented by Mark Friese and Kelly A. Thompson
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Presenters

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Kelly A. Thompson

Thompson Wildhack, PLC

Arlington, VA

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