Trustee(s) Duties

Are you creating a Special Needs plan for a loved one and find yourself trying to determine if you should name a family member as the trustee or if you should use a professional corporate fiduciary as the trustee?  It is not an easy decision.  You will usually find peace of mind knowing a family member is involved.  However, before you make that determination, you should consider some of the duties your trustee(s) might expect to perform.  Here is a summary outlining the types of duties likely to come up: Read more