Monthly Archives: August 2014

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

2019-06-26T11:11:11+00:00

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 [...]

Do I Really Need A Professional Trustee For My Special Needs Trust?2019-06-26T11:11:11+00:00

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