At Kathie Brown Roberts P.C., we understand that planning for a family member with special needs involves more than just good intentions—it requires specialized legal expertise to navigate the complex intersection of estate planning, disability law, and government benefits eligibility.
What Is a Standalone Third-Party Special Needs...Tag: Special Needs Trustee
Trustee of Special Needs Trust?
What Are a Special Needs Trustee’s Record-Keeping Duties?
One of the most important roles in a special needs plan is that of trustee, the person who administers a special needs trust (SNT). Of a trustee’s many responsibilities, record-keeping is perhaps the most crucial. Because the trustee...