Trust administration is all about how the trust works. This requires careful planning. What does a trustee do? Who should be trustee – a family member, friend, corporate trustee, pooled special needs trust? What is a trust protector and who should serve in this role? How does the trust pay vendors or service providers?
- The Benefits of Using a Corporate Trustee February 2023
- Special Needs Trusts and Trust Protectors October 2022
- Naming a trustee for your loved one December 2021
- The Pitfalls of Paying Family Members to Provide Care August 2020
- Customizable Visa Card Offers Flexibility to Beneficiaries July 2020
- Customizable Visa Card Aids Financial Independence July 2020
- Should a Special Needs Trust Pay for Medical Marijuana? September 2019
- Selecting a Trustee – Some Things to Consider January 2019
- Considerations Selecting a Family Trustee September 2018
- Distributions from Special Needs Trusts: In Kind Distributions, Credit Cards, Gift Cards, or Debit Cards October 2015
- A Wake up Call for Professional Trustees and Parents April 2015
- When A Family Member Serves As Trustee (Part II): The Devil Is In The Details September 2013
- Using Private Trustees to Administer Special Needs Trusts March 2013
- When a Family Member Serves as Trustee – “Fair and Honest Is Not Enough” October 2012
- Special Needs Trusts and the Purchase of a Vehicle September 2012
- Private Disability Insurance March 2012
- The Pitfalls of Caregiver Employment: Paying, Withholding, and Reporting Requirements March 2011
- Moving a Special Needs Trust to a New State March 2008
- What Can a Special Needs Trust Pay For? March 2008
- Non-Profit Organizations as Trustees of Special Needs Trusts November 2007