Special Needs Trusts

Representative Payee - Not a Job to Be Taken Lightly

When a person with special needs cannot make important financial decisions, the government sends his benefits directly to a third party, known as a representative payee. Here are a few key things to remember about being a representative payee.


Trust Advisers Offer Guidance and Support

In some cases, the donor of a special needs trust may want to provide an extra level of assistance to the trust's beneficiary by naming a trust adviser to assist the trustee with trust management.