08202017Headline:

Milestone Consulting, New York

HomeNew YorkMilestone Consulting

Email John Bair John Bair on LinkedIn John Bair on Twitter John Bair on Facebook
John Bair
John Bair
Contributor • (716) 883-1833

Infographic: Choosing a Trustee for Your Child’s Special Needs Trust

0 comments

Last month, we discussed the basic structure of trusts, to which three different parties have specific obligations and privileges:

Grantor – establishes the trust
Trustee – manages the trust’s assets
Beneficiary – receives benefits from the trust

The trustee accepts the responsibility of managing a trust’s finances and selecting investment vehicles in line with the purpose and goals of the trust’s founding document.

Naturally, choosing the right trustee to administer your child’s special needs trust is a big decision. We’ve compiled an infographic to help you get started.

special needs trustee

The trustee for your child’s special needs trust will be tasked with supporting your child’s future. If you’re exploring your options for a trustee, feel free to contact Milestone Consulting for additional advice.

 

ABOUT JOHN BAIR

John Bair has guided thousands of plaintiffs through the settlement process as co-founder of Milestone Consulting, LLC, a broad-based settlement planning and management firm. Milestone’s approach is comprehensive and future-focused. John’s team has guided thousands of clients by taking the time to understand the complexities of each case. They assess the best outcome and find the path that enables each client to manage their many needs. Read more about Milestone Consulting at http://milestoneseventh.com/.

Leave a Comment

Have an opinion? Please leave a comment using the box below.

For information on acceptable commenting practices, please visit Lifehacker's guide to weblog comments. Comments containing spam or profanity will be filtered or deleted.