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Who should be established as a trustee of a Special Needs Trust?

April 26, 2017Trust Trustee

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Who should be established as a trustee of a Special Needs Trust?

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We usually recommend a combination of a family member and a professional trustee for the special needs trust. Special needs trusts have unique requirements for the trustee, and the professional trustee should have some experience with special needs trusts. The professional trustee must be sensitive to the individual needs of the beneficiary, but they also need to be very aware of the impact on government benefits.