Are Parents the Best Trustee for a Special Needs Trust?

It is quite common for a parent to want to serve as the trustee of a special needs trust for their child, especially when the parent is the one creating or funding the trust. There are many reasons why this makes sense: • It enables the parent to have complete control...

How to Choose a Special Needs Trustee: 5 Considerations

Choosing the right person to serve as trustee of a special needs trust is one of the most important and difficult issues in creating the trust. Trustees typically take care of important tasks like the following: • managing day-to-day operations of the trust, •...
How to Give to a Child With Special Needs Without Causing Problems

How to Give to a Child With Special Needs Without Causing Problems

As an attorney who works with quite a few families who have children, or adults, with special needs, we encounter families who have a difficult time talking with their loved ones about giving gifts. We also see the problems that these gifts can cause when they are...
Should We Name a Sibling as Trustee?

Should We Name a Sibling as Trustee?

Families of children with special needs are faced with a very difficult decision — after the parents are gone, who will watch out for their child who can’t watch out for themselves? Oftentimes, this question is coupled with — should a family member...
6 Planning Tips for Special Needs Families

6 Planning Tips for Special Needs Families

Families with special needs include parents, or other family members (either children or adults) with special needs, and individuals with special needs. These families face unique planning challenges and serious consequences if planning is inadequate or improper. If...