Monthly Archives: August 2014

Do I Really Need A Professional Trustee For My Special Needs Trust?

By Michael C. Walther, President, Oak Wealth Advisors Serving as a trustee requires administrative and technical skills in addition to strong interpersonal communication skills. Identifying the appropriate trustee is difficult in general; a Special Needs Trust (SNT) presents additional challenges. While most families will name a relative to serve as the trustee of their family’s [...]

2021-01-11T10:36:50-05:00