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Protected Tomorrows, Parent University: Corporate Trustee 101: What They Are and Why They Are Important

June 17 @ 7:00 pm

A very important component of the Future Life Care Plan is the Special Needs Trust.  The careful selection of those who will make sure your goals for the Special Needs Trust implementation is key to the smooth transition and the future happiness and safety of your family member.   Making sure your Successor Trustees are qualified, caring, and able to fulfill their responsibilities will provide you peace of mind for the future.  We take a closer look at the best qualities for a Trustee/Trustees, a Trustee duties/job, how to identify potential trustees, recognize the responsibility – does the trustee have what it takes? and the benefits of naming a professional or corporate trustee.