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Meeting Title:
Special Needs Trust Depletion Analysis

Meeting Description:
Learning Objective:

• Many special needs trusts are set up to last for a beneficiary’s lifetime. Others, to last as long as possible. During court accountings, many courts are asking the trustee and their attorney to provide an analysis on how long the money in trust will last given historical and projected spending.
• Families often times ask the attorney how much should be funded into an SNT to provide for the lifetime care of their loved one with special needs.
• This program will provide the needed tools to prepare a depletion analysis of a special needs trust.
• The factors that must be considered including calculating the lifetime income from public benefits, determining amounts of annual disbursements, taking into account inflation, and considering investment risk from different allocations of investments.

Additional Information:

1. Reminder to park in the Trader Joe's parking lot across the street, please.
2. Our regular Mentoring meeting will be held immediately after from 9:45-10:45. If you are interested in becoming a fiduciary, please attend for this valuable learning.
3. Council on Aging is a scent-free environment.4.Please print out a copy of the presentation if you would like one for the meeting. It will be sent to you prior to the meeting.

Speaker Name:
Daniel Cutter, CRPC

Sponsor:
H.M. Vreeland Surety Bonding Services

CEU & MCLE:
Trusts: 1.25

Meeting Date:
Friday February 14, 2020

Meeting Time:
08:00AM - 09:30AM

Venue Name and Address:
Council on Aging
30 Kawana Springs Road
Santa Rosa, California 95404

PFAC Members Only:
No

Meeting Price:
Members: $20
Non-Members: $30

Management Level of Difficulty:
Beginning to Intermediate
Intermediate to Advanced
Attorneys

Will food be served at this event?:
Yes

Food and Menu Details:
Light breakfast of either quiche or breakfast burrito, with fruit salad, pastry, coffee, tea, and water.
Vegetarian option available by request.

Agenda

• 08:00AM - 08:15AM : Introductions & Guests - General Business Matters - Speaker Introductions

• 08:15AM - 09:15AM : Program: Name - Meeting Announcements - Close of Program

• 09:15AM - 09:30AM : Q&A

• 09:30AM : Close of Meeting

• Mentoring Meeting to follow 9:45-10:45

For More Information Contact:

Jerry Phoenix
[email protected]