Selecting the Trustee of a Special Needs Trust

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Sometimes, it is advisable to have an independent, non-family member serve as the sole trustee or, at a minimum, as a co-trustee. An independent trustee can be objective, and usually, has knowledge, such as investment expertise and a public benefits background, which family members lack. Requiring the trust to have an independent trustee also prevents a family trustee from being caught in an endless series of conflicts of interest.

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Memberships & Affiliations

Special Needs Alliance

SNA is a by-invitation-only national network of attorneys serving those with special needs and disabilities and their families, the “best and brightest” in the trust and estate practice. As members, Hook Law Center lawyers work with personal injury lawyers to enhance judgments, awards and outcomes for their clients with disabilities.

ACTEC – The American College of Trust and Estate Counsel

ACTEC is a national organization of peer-elected trust and estate lawyers and law professors who have demonstrated the highest level of professionalism in wills and trust, estate planning and tax law. Their goals are serving clients, helping the profession, and informing the public to improve and reform probate, trust and tax laws and professional responsibility. Hook Law Center President Andrew H. “Andy” Hook and attorney Letha Sgritta McDowell are both ACTEC Fellows.

NAELA – National Academy of Elder Attorneys, Inc.

NAELA improves the quality of legal services for people as they age and those with disabilities. Members have broad experience with legal issues affecting these individuals and are committed to continuing education to hone their skills. They also lead and advocate on public policy issues facing members’ clients and their families. Hook Law Center attorney Letha Sgritta McDowell is the 2021/2022 NAELA President; she and Hook Law Center President Andrew H. “Andy” Hook have both served NAELA in various other capacities and chaired multiple committees for NAELA in the past.

Super Lawyers

Super Lawyers recognizes the top lawyers by region through independent research and peer nomination and evaluation. Hook Law Center lawyers who have received this accolade include Andrew H. “Andy” Hook, President of Hook Law Center; Shannon Laymon-Pecoraro, practicing in elder law, special needs planning, estate and trust administration and more; and Letha Sgritta McDowell, practicing in estate planning, elder law, special needs planning and more.

Selecting the Trustee of a Special Needs Trust

Memberships & Affiliations

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