Special Needs Trusts
Download Your Parent's Guide eBook and Trustee Toolkit
The Parent's Guide eBook contains information it is important to know when setting up a SNT. Included are:
- An SNT Quick Reference Guide that defines the who, what, when, why and how of SNTs.
- A discussion of types of trusts.
- Helpful tips for selecting a trustee.
- Common mistakes to avoid.
Also, we created a Trustee Toolkit to aid trustees in fulfilling their fiduciary responsibility: to manage the trust assets to meet the needs of the beneficiary. Included are:
- Helpful do's and don'ts of trustee actions.
- Information about trust distributions and trustee fees.
- A fillable Trustee Time Log.
Please fill in the form to download your copy.
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