How Do I Select A Trustee For A Special Needs Trust?

A: You create a special needs trust, for a beneficiary such as a child or an adult, who has a soecial need and is, or will at some point, be receiving governmet or other beefits or programs and from which they might be disualfied if they were to receive funds outright or in a traditional trust.

Becasue the trustee of a special needs trust usually has unlimited discreation as to when and how to disperse funds, the selection of the trustee is vitally important.  And, becasue any individual trustee may not be available for the entire life of a disabled or special needs beneficiary, there should be a clear series or replacement trustees, a process for someone to fire and replace trustees, and a process for educating the trustees about the special needs of the beneficiary.

For more information or reports on special needs trusts, call David M. Frees at 610-933-8069.
David's assitants Donna, Beth, and Denise can also help you with any questions or to schedule
a phoen or personal consultation

David M. Frees III, Esquire has been named as the Main Line Today Magazine Top Lawyer in the Trusts and Estate area.  He has also been awarded the title of Pennsylvania Super Lawyer in Philadelphia Magazine. David Frees focuses his practice in the areas of trust and estate planning, probate, asset protection and related topics.  David's firm also has an Elder Law section providing services to families and individuals trying to protect assets from nursing home expenditures and the issues facing the elderly. David can be reached at 610-933-8069 for a personal or telephone consultation to update a will, trust, or comprehensive estate plan.  He always quotes a flat fee for such estate planning services and you will recieve a complimentary consultation by mentioning this blog. dfrees@utbf.com Note: There are no recognized specialties under Pennsylvania law.  Furthermore, while David has been named as a Top Lawyer and Super Lawyer, these titles are not recognized under Pennsylvania law.  However, David does emphasize trusts, estate, and related topics in his practice.