Trust Companies vs. Individual Trustees: Which Is Best for My Family?
Special Needs Planning with Consolidated Planning Group · Consolidated Planning Group
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Show Notes
A Special Needs Trust is a game-changer for families with special needs. But is it possible to bring a third party to the table rather than relying on a family member to act as administrator? Join this webinar with Special Needs Attorney Alison Packard to learn how a corporation can manage your special needs trust. During this webinar, we will learn: · What are the pros and cons of hiring a corporation to act as my trustee? · What organizations are recommended? · Can I appoint a sibling to act as a trustee and bring in a corporation to manage the trust? · How much does it cost to hire a corporate trustee? · Which is better? Revocable or irrevocable trust?