special needs trust

Five Important Responsibilities for the Trustee of a Special Needs Trust

If you are thinking about serving as the trustee of a special needs trust, you will probably have questions about the trustee’s role and responsibilities. Trustees of special needs trusts have many important responsibilities, but the following five appear at the top of any trustee’s list. 1. Communication An ability to communicate with the trust beneficiary,…

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Special Needs Trusts

If your spouse is disabled and has qualified to receive, or may in the future qualify to receive, Supplemental Security Income (SSI) and/or Medicaid benefits, you and your lawyer will need to carefully consider how to provide your spouse with an inheritance, or else his or her qualification for those benefits will be at risk.…

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