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. ...
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. ...
In the first part of a two-part series, we explore initial steps for trustees to take when it comes time to terminate a special needs trust.
When you add a special needs trust to a financial aid calculation, things can get complicated because the regulations governing federal financial aid don't do a very good job of distinguishing special needs trusts from other types of trusts.
To help parents manage the long-term financial security of children with special needs, Massachusetts Mutual and Easter Seals have released a 10-point set of question-and-answer guidelines.
