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...
Trustee Fiduciary Duties, Part 1

Trustee Fiduciary Duties, Part 1

Mar 29, 2018 | Blog

Trustees have fiduciary duties in administering trusts. These duties arise from state law, including statutes and court cases. Fiduciary duties help ensure that a trustee best manages assets for the benefit of the trust’s beneficiaries. The duty of care requires...
Payments from Non-Special Needs Trusts to People with Special Needs

Payments from Non-Special Needs Trusts to People with Special Needs

Feb 27, 2018 | Blog

For people with special needs, receiving a payment from a non-special needs trust may have significant consequences. In fact, any unexpected payments can jeopardize a person with special needs’ eligibility for Supplemental Security Income (SSI) benefits, Medicaid, and...
Expenditures from a Special Needs Trust

Expenditures from a Special Needs Trust

Oct 13, 2017 | Blog

Families of individuals with special needs use special needs trusts to save for future expenses and protect eligibility for government benefits. Eventually, you or, in the case of 3rd party special needs trusts more likely the successor trustees, will need to use some...

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