Can the Beneficiary of a Special Needs Trust Change the Trustee?

with 2 Comments

The beneficiary of a special needs trust can never control or access trust funds – that is the job of the trustee. A common fear among beneficiaries or their families is that the trustee may not do what’s in the … Read More

The Ins and Outs of Estate Sales

with No Comments

We accumulate a lot of stuff over a lifetime and at some point – perhaps due to death, divorce, debt, or downsizing – we need to get rid of it. An estate sale is one way to dispose of possessions … Read More

Should a Parent Serve as Trustee of a Special Needs Trust?

with No Comments

It is common for a parent to want to be named as trustee of a special needs trust benefitting her child, especially when the parent is the one creating or funding the trust. There are many reasons why this makes … Read More

Special Needs Trusts: Ensuring Continuity in Delivering Care to a Trust Beneficiary

with No Comments

If you are the main person managing the care of the beneficiary of a special needs trust, have you planned yet for a time when you may no longer be able to perform this crucial role?  It is important to … Read More