Part three of our series on Special Needs Trusts focuses on the administration of a special needs trust. Our experts lay out the best practices for effective and coordinated management of the trust for the beneficiary. They also have advice for ways to avoid common mistakes.
Watch so you can:
- Navigate troublesome purchases
- Set up proper accounting to avoid comingling funds
- Guide the trustee as necessary to disbursements
- Avoid direct payments to beneficiary