Choosing Trustees for Special Needs Trusts: 5 Considerations

March 14, 2024
Tim Larson
Estate Planning, Our Blog, Special Needs Planning

Choosing the right person to serve as trustee of a special needs trust (SNT) is a key task when creating such a trust. It may also prove to be one of the most challenging. Trustees are responsible for the following: managing...

An Overview of a Family Member’s Finances

August 15, 2022
Tim Larson
Elder Law

Even incapacitation from an accident or sudden illness at any age can create the same challenges as banking and bill-paying with age. Incapacity is not just about mental cognition, accident, or illness. You may have a loved one who cannot drive…

An Overview of the Trustee’s Role

August 8, 2022
Tim Larson
Wills & Trusts

You may be wondering who should be responsible for dispersing your assets as you begin your estate planning process or are just starting to consider how to proceed. A trust can be a great tool in your estate planning tool kit.…