Estate Planning

What Are the Responsibilities of an SNT Trustee?

The trustee of a special needs trust (SNT) has all of the duties of any trustee, plus specific added responsibilities due to the special needs of the beneficiary. All trustees are responsible for: Appropriate investment of trust property Bookkeeping and accounting of...

Read more

How Do I Choose a Trustee?

Choosing a trustee is one of the most important and difficult issues in special needs trusts. The trustee must have the necessary expertise to manage the trust, including making proper investments, paying bills, keeping accounts, and preparing tax returns. A...

Read more

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. ...

Read more

Local Special Needs Planners in Your, City

Planner name

Firm Full Name & Name
City, State

Planner name

Firm Full Name & Name
City, State

Planner name

Firm Full Name & Name
City, State

Free

Special Needs Guides

Download one or more of our in-depth guides on special needs topics.

Get your Guide
Learn the secrets of estate planning from an expert

Topics

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