Managing Disbursement Challenges in Trust Administration: Fiduciary Responsibilities and Legal Considerations
Ben Tiefenback, Esq.
April 8, 2026
Description:
This program provides invaluable insights into the complexities of managing disbursements within trust administration, with a focus on special needs trusts. Delving into the intricacies of fiduciary responsibilities and legal considerations, this resource equips trustees and administrators with strategic approaches to efficiently navigate disbursement challenges. From balancing beneficiaries’ needs and desires to complying with regulatory frameworks, this guidance ensures prudent decision-making to safeguard trust assets and uphold the trust’s objectives effectively.
This discussion addresses fiduciary responsibilities in trust distribution, distribution policies for fiduciaries, communication and transparency, regulatory compliance, risk management, and tax considerations in trust disbursements.
Key Takeaways:
- Government Benefits: Implications for distribution decisions
- Trust Administration: Fiduciary Responsibilities & Distribution Policies
- ABLE Accounts
- Trust Termination
- Tax Issues for Trust Disbursements
- Fact Patterns – Real-life examples of difficult distribution decisions or trust termination
- Estate Planning for Challenging Distributions
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Continuing Education Credits
InterActive Legal is not an approved Continuing Education (CE) Sponsor. However, several states and
regulatory agencies for a variety of professionals that participate on our teleconferences may still receive
continuing education credit for their participation. If a participant wishes to receive CE credit for their
participation in these teleconferences, they must apply to receive credit on their own and through their
individual states and regulatory authorities. It is the responsibility of the participant to file for CE
credit and is not guaranteed by the webinar sponsors.
Ben Tiefenback, Esq.
Ben Tiefenback, Esq., is Counsel and Director of Client Services at Commonwealth Community Trust, Prior to joining CCT, Mr. Tiefenback was a trust and estate attorney serving Hampton Roads, the Middle Peninsula, and the Northern Neck. His practice focused on estate planning and trust creation and administration, with an emphasis on special needs trust planning due to his personal experiences with special needs issues in his family. Mr. Tiefenback currently serves on the board of directors of the Alliance of Pooled Trusts (APT). He also writes for CCT and other publications, including NAELA News, and speaks at CLE seminars and other events across the country.
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