Trustee Tool Kit

You've been named trustee of a special needs trust. Now what do you do?

We help trustees meet their fiduciary responsibility by providing independent, objective advice in managing the assets to meet the needs of the beneficiary.

Our Trustee Tool Kit is a guide to help get you started in the planning process. 

INCLUDED ARE: 

  • Helpful do's and don'ts of trustee actions to fulfill your responsibilities
  • Information about Trust Distributions and Trustee Fees
  • A Fill-able Trustee Time Log

 

 

 

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 Looking for guidance?    Please fill in the form to download               your copy of the Trustee Toolkit.