Representative Payee vs. Trust Representative: What’s the Difference and Why it Matters

When it comes to managing money for someone with a disability, two roles often come into play — the Representative Payee and the Trust Representative. These roles can seem similar, but they have very different responsibilities, and it’s important to know who does what.

This session is designed for caregivers, people with disabilities, attorneys, and financial professionals who are involved in planning or managing a Special Needs Trust. We’ll explain each role in clear terms, show how they can work together, and help you avoid common mistakes that could lead to compliance issues or lost benefits.

Whether you’re a family member managing care, or a legal or financial professional supporting a client, this session will give you practical tools and a better understanding of how to protect the financial future of someone with a disability.

What You’ll Learn:

• The key differences between a Representative Payee and a Trust Representative
• What types of money and benefits each role is allowed to manage
• What reports and rules each role needs to follow
• Ways Representative Payee and a Trust Representative can work together

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