News & Analysis as of

Fiduciary Duty › Special Needs Trust

Chambliss, Bahner & Stophel, P.C.

Responsibilities of a Special Needs Trust Trustee

Chambliss, Bahner & Stophel, P.C. on

For individuals with disabilities, an inheritance or settlement can jeopardize a their government benefits, such as Medicaid and Supplemental Security Income (SSI). A special needs trust (SNT) can help the individual remain...more

Chambliss, Bahner & Stophel, P.C.

A Trust Protector Can Look Out for a Beneficiary's Interests

Chambliss, Bahner & Stophel, P.C. on

One of the most important decisions a special needs trust's donor (the person who supplies the funds for the trust) makes is the choice of a trustee for the trust. A trustee typically manages the day-to-day operations of the...more

Chambliss, Bahner & Stophel, P.C.

The Top Five Responsibilities of a Trustee of a Special Needs Trust

Chambliss, Bahner & Stophel, P.C. on

If you are considering taking on the responsibility of serving as the trustee of a special needs trust, you will probably have questions about the trustee's role. Trustees of special needs trusts have many important...more

Chambliss, Bahner & Stophel, P.C.

Accounting Is Not Only Important - It's Mandatory

Chambliss, Bahner & Stophel, P.C. on

Imagine how you would feel if you walked into your bank, asked for a summary of your account activity and the bank told you that it had no idea how much money was in your account or how it had been spent. Of course, this...more

4 Results
 / 
View per page
Page: of 1

"My best business intelligence, in one easy email…"

Your first step to building a free, personalized, morning email brief covering pertinent authors and topics on JD Supra:
Sign up Log in
*By using the service, you signify your acceptance of JD Supra's Privacy Policy.
- hide
- hide