7 Questions to Ask When You've Been Invited to Be Trustee of a Special Needs Trust
Here are seven questions to ask before accepting appointment as a trustee of a special needs trust.
Read moreIn 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
Here are seven questions to ask before accepting appointment as a trustee of a special needs trust.
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If you don't know one trustee who knows all there is to know about caring for a person with special needs, you may want to...
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The choice of trustee is one of the most important decisions you'll make regarding your special needs trust. Here are five...
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