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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Members of the Special Needs Alliance

We are a member of the Special Needs Alliance (SNA), a by invitation only national network of attorneys serving disabled persons and their families.

As members of the alliance, Hook Law Center works with personal injury lawyers to resolve cases, enhancing judgments and awards for disabled clients while maintaining eligibility for Supplemental Security Income, Medicaid and Medicare benefits. In addition, Hook Law Center can assist with Veterans disability pensions, Supplemental Needs Trusts, and provide planning and care management, including bill paying, account management and reporting services.

Selecting the Trustee of a Special Needs Trust

Members of the Special Needs Alliance

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