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Trustees Accountants

Chambliss, Bahner & Stophel, P.C.

Responsibilities of a Special Needs Trust Trustee

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

Shutts & Bowen LLP

Game Plan: Who Is On Your Estate Planning Team Roster?

Shutts & Bowen LLP on

Estate planning is a team effort and the lineup of individuals and professionals that you choose for your team roster will determine the integrity of your plan for years to come. An all-star lineup for your estate plan should...more

Burns & Levinson LLP

Staffing Your Estate Plan

Burns & Levinson LLP on

A good estate plan can significantly reduce taxes, streamline transfers of assets after your death, sidestep costly public probate proceedings and minimize family squabbles over inheritance. But if you don’t have the...more

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