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Posts Tagged: Trustee

Choosing a Trustee for Your Special Needs Trust: Part Three

In Part One and Part Two of Choosing a Trustee for Your Special Needs Trust, I described the numerous duties of  a Special Needs trustee and the different factors that must be considered in choosing the trustee.  In this final post, I offer some suggestions as to how to make that choice in order to… Read More »

August 30, 2009 Estate Planning, Future Needs, Special Needs, Special Needs Trust

Choosing a Trustee for Your Special Needs Trust: Part Two

In Part One of Choosing a Trustee for Your Special Needs Trust, I discussed all the different responsibilities and jobs a trustee must fulfill to properly administer the trust.  It is also important to really assess both the current and potential future needs of your child. Considerations to Use in Choosing a Trustee There are… Read More »

August 19, 2009 Estate Planning, Future Needs, Special Needs, Special Needs Trust

Choosing a Trustee for Your Special Needs Trust: Part One

Choosing a trustee to manage your child’s Special or Supplemental Needs Trust is one of the most difficult decisions you will have to make.  That decision alone often stops parents from taking the next step of setting up an appointment with an attorney who has expertise with drafting Special Needs Trusts. After all, how can… Read More »

August 17, 2009 Special Needs, Special Needs Trust, Supplemental Needs Trust

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