Special Needs Planning & the Rise of Directed Trusts

Presented by: Jennifer M. Tindell, J.D., Special Needs Trust Manager - Raymond James Trust, N.A.

This presentation will focus on the use of Directed Trusts in Special Needs Planning. Discussion will center around the benefits of directed powers in drafting, the importance of relying on expertise as a fiduciary, and recent state adoptions and updates concerning the Uniform Directed Trust Act.

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The BREAKFAST meeting will be held at the St. Petersburg Yacht Club located at 11 Central Avenue, St. Petersburg FL 33701.

The meeting will begin promptly at 8:00 a.m. with BREAKFAST and the opportunity to network at 7:30 a.m.

Advance reservations are required.

Thank you to our sponsor:

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BIO:  Jennifer Tindell is originally from Pensacola, Florida, and holds a B.A. in English Literature from the University of West Florida. She earned her J.D. along with a Certificate of Concentration in Elder Law in 2015 from Stetson University College of Law. She currently resides in Atlanta, Georgia, and joined Raymond James Trust in March of 2022 as the Special Needs Trust Manager. She has held progressive roles in the Estate Settlement and Special Needs Trust field since 2010, and currently oversees $1.3 billion in directed and traditional SNT business. She is very passionate about her work helping families navigate the public benefits system and finding a better quality of life for beneficiaries.