Why Administration Quality Matters
• Protects Medicaid & SSI eligibility
• Supports fiduciary duty and trustee compliance
• Ensures proper documentation for banks, attorneys, and courts
• Reduces institutional and legal risk
• Aligns distributions with trust purpose and grantor intent
Many fiduciary matters require more than trust administration alone.
They require an understanding of public benefits, Medicaid eligibility, fiduciary accounting,
tax compliance, regulatory oversight, beneficiary protection, documentation standards,
and court reporting requirements.
Our firm's multidisciplinary background includes:
- NYS UCS Part 36 Supplemental Needs Trustee
- Fiduciary Accountant
- Former NYS OPWDD Medicaid Compliance Liaison
- Former Florida Department of Revenue Tax Auditor
- Enrolled Agent (EA)
- Accredited Trust & Fiduciary Advisor® (ATFA®)
- Accredited Estate Planner® (AEP®)
- Accredited Financial Counselor® (AFC®)
- Chartered Special Needs Consultant® (ChSNC®)
- Chartered Financial Consultant® (ChFC®)
- Chartered Life Underwriter® (CLU®)
- Certified Internal Controls Specialist
- Certified Fraud Specialist
- Certified Medicaid Planner™ (CMP®) Exam Candidate