How Do I Pick A Trustee?

The Trustee will file the Trust's taxes every year. The Trustee will also use the money from the Trust for the person with the disability. The Trustee uses the money following guidance in the Trust. Legally they are not allowed to do anything different th

Congratulations - you're moving forward with getting a Special Needs Trust. You're going through everything the attorney gave you and realize you haven't picked a Trustee. Maybe you've heard you "shouldn't" use family. What other options are there? How do you find someone who will do a good job?

Let's start by talking about what a Trustee is supposed to …