We Listen.

How Important is a Trustee in a Special Needs Trust?

Special Needs Trusts Require The Right Trustee For A Tough Job

The trustee of any trust is an
important position.

In special needs trusts the trustee has

sole discretion to decide what the

beneficiary, your disabled loved one,

needs and what can be distributed

under state laws or federal regulations

without disqualifying the beneficiary.

They may spend quite a bit of time at the job in order to do it well.

They also often have the authority to liquidate the trust.

In short, trustee selection is vitally important,

If you are going to be the trustee

make sure you have a back-up trustee so if something

happens to you the right person is in place to take

on this important responsibility.

Also keep in mind if the trust is not administered correctly

your loved one could lose the benefit of government programs.

To read the entire Report on Special Needs Trusts/ Supplemental Needs Trusts click here.

To Find Out More About Special Needs Trusts and Who To Select as Trustee:

Call David M Frees III Chairman Trust, Estates, and Wealth Preservation
610-933-8069 or dfrees@utbf.com

Share on Social Media
  • Facebook
  • Twitter
  • Google+
  • LinkedIn
  • Email

Leave a Reply

Sophisticated, Responsive and Focused.

  • “At Unruh Turner Burke & Frees, the client’s objective is never lost in the details and as a result, even complex deals get done quickly and efficiently..."


  • “Unruh Turner Burke & Frees has been a tremendous resource to me and my team throughout the past 17+ years. This highly-talented group delivers the...”


  • “Unruh Turner Burke & Frees has been a trusted source of advice and counsel on all levels of governmental law and regulation, from zoning and land use...”


  • "Our Trust Department has utilized Unruh Turner Burke & Frees’ expertise for several years to assist our clients with their overall estate plans. They..."


  • “Over the last 25 years Unruh Turner Burke & Frees has represented our residential building and development enterprise in many capacities including real..."


  • "Based on my long-term relationship with Unruh Turner Burke & Frees, I can wholeheartedly recommend its services to any business owner who wishes to work with...”


  • “We recently hired Unruh Turner Burke & Frees to handle a conditional use application for our Chestnut Street Lofts apartment project in downtown West Chester..."


  • “I have been working with Unruh Turner Burke & Frees for many years. They have provided legal counsel in the areas of Estate Planning, Land Use, Litigation and...”


  • “I have relied on the firm's legal advice to make critical decisions on handling family wealth and making appropriate decisions for my family's future.”


  • “… This highly-talented group delivers the highest quality legal work and brings real-world experience in a very cost-effective manner…”


  • "If there is an issue facing a municipality, Unruh Turner Burke & Frees is the source for sound guidance and direction.”


  • “…They have provided legal counsel in the areas of Estate Planning, Land Use, Litigation and Real Estate. In every one of those areas I have been blessed with great ...”


  • "Whether we are competing in a strong market or working through a declining market, it has always been reassuring to know that Unruh Turner Burke & Frees has both..."


meet our elite team
West Chester, PA
17 West Gay Street
P.O. BOX 515
West Chester, PA 19380
(610) 692-1371
Phoenixville, PA
120 Gay Street
P.O. Box 289
Phoenixville, PA 19460
(610) 933-8069