While putting together an estate plan is important for you and your loved ones, it is equally important for you to understand the role of the trusted individuals who will be carrying out your wishes when you are unable to. When it comes to estate planning, these helpers are key. They generally include a trustee, […]
When a loved one suffers from a mental illness, one small comfort can be knowing that your trust can take care of them through thick and thin. There are many ways this can happen- ranging from the funding of various types of treatment to providing structure and support during his or her times of greatest […]
In its simplest terms, a trust is a legal arrangement in which a trustee holds and manages assets for the benefit of one or more beneficiaries. The trustee owns the assets, enters into contracts on behalf of the trust, manages the trust’s investments as its trustee, and follows the trust’s instructions on making distributions. A […]
Today we are sharing a post from the Special Needs Allicance newsletter The Voice. The Voice is the e-mail newsletter of The Special Needs Alliance. This installment of The Voice was written by Special Needs Alliance member Daniel Surprenant, CELA, who practices law in Massachusetts. Selecting a Trustee – Some Things to Consider Parents and […]
