Fiduciary Under Fire: Risk Assessment, Avoidance, and Real-World Strategies in SNTs
02/05/2026 10:45 AM - 12:00 PM
Organization: Special Needs Planning Symposium
Hosted by: Frank R. Acuña and Tracy S. Regli
Private professional fiduciaries managing SNTs operate in a high-risk environment filled with legal complexity, interpersonal tension, and shifting public benefits rules. In this session, two experienced attorneys who represent fiduciaries will offer a candid look at how to assess and reduce exposure to liability while navigating the real-world challenges that come with the role. Drawing on current legal developments and case-based insights, they’ll explore how fiduciaries can identify red flags early, document key decisions defensibly, and respond effectively to high-conflict families and unclear distribution requests. This program emphasizes proactive risk management, practical decision-making, and strategic collaboration with legal counsel, equipping fiduciaries to protect themselves while staying focused on the needs of their beneficiaries.
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