Find the Right Professional Fiduciary for an SNT
Accepting the role of trustee comes with an abundance of responsibility, especially when it comes to a special needs trust (SNT). The trustee’s duty is to oversee the investment, administration, and distribution of the trust. When broken down this means the trustee is owning responsibilities like paying bills, filing taxes, maintaining records, and ensuring the trust is growing through diverse investments. While some can look to a family member to act as the trustee, some turn to a professional fiduciary who is experienced in the nuances of special needs trusts.
