Trust Companies vs. Individual Tr...

Trust Companies vs. Individual Trustees: Which Is Best for My Family?

Special Needs Planning with Consolidated Planning Group di Consolidated Planning Group
S1 · E151
7 ago 2024
01:03:08

Note sull'episodio

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?

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Explaining how the two programs fit into your Estate Plan and why establishing a trust may be necessary to protect your government benefits.
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The team at Consolidated Planning Group stands ready to help you navigate your special needs planning journey.
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Trust Companies vs. Individual Trustees: Which Is Best for My Family?
Trust Companies
Individual Trustees
Revocable or irrevocable trust
A Special Needs Trust
What are the pros and cons of hiring a corporation to act as my trustee?
is it possible to bring a third party to the table rather than relying on a family member to act as administrator?
Special Needs Attorney Alison Packard
Can I appoint a sibling to act as a trustee and bring in a corporation to manage the trust?
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?
Free Podcast