Can a Guardian Serve as a Trustee of a Special Needs Trust?

  • March 11th, 2015
Q
Under the SSI, SSDI and Medicaid rules, is the guardian of a beneficiary with disabilities able to act as trustee of a third-party special needs trust?
A

In general, there is no express limitation on having a special needs trust beneficiary's guardian serve as trustee of a special needs trust.  However, a trustee in this position has to be very careful not to co-mingle the trust assets with the beneficiary's own funds.  While not expressly prohibited, we do not recommend that a beneficiary’s spouse serve as trustee of a special needs trust.

Local Special Needs Planners in Your City

Planner name

Firm Name
City, State

Planner name

Firm Name
City, State

Planner name

Firm Name
City, State


Last Modified: 03/11/2015

Topics

View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts