Estate Planning

Pooled Trusts and How to Find Them

An alternative to individual special needs trusts are "pooled trusts," which pool the resources of many beneficiaries. Becoming part of one may have advantages, depending on the situation.


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. ...