Administering a Special Needs Trust

To effectively enhance a beneficiary’s life while protecting his eligibility for public benefits, a special needs trust must be drafted correctly by an attorney and also administered properly by the trustee. Often, families select a corporate trustee that has expertise in public benefits law and prior experience in administering the special needs trust because the rules that the trustee must follow can be overwhelming.  Individuals who are appointed as trustee of a special needs trust need to familiarize themselves with the traps to avoid to protect the beneficiary.

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