Picking the Right Professionals for Your Trust

Picking the Right Professionals for Your Trust

Oct 11, 2018 | Blog

Trustees of special needs trusts often need to pick professionals to assist with trust management and oversight. With so many licensed professionals to choose from, how does a careful trustee find the “right” professionals? Consider a few basic guidelines. How do you...
Trustee Fiduciary Duties, Part 2

Trustee Fiduciary Duties, Part 2

Oct 9, 2018 | Blog

Trustees have fiduciary duties to beneficiaries of trusts that they oversee. The duty to account and the duty to invest and manage trust assets prudently are two very important fiduciary duties that are difficult for many family member trustees to manage on their own...
Pros and Cons of Using a Bank as a Trustee

Pros and Cons of Using a Bank as a Trustee

Sep 18, 2017 | Blog

When forming a special needs trust for your child, you may wonder whether using a bank as a trustee or other professional individual or entity is a good idea. An “institutional trustee”, which is called a corporate trustee, refers to a bank or trust company that...

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