Problems with Beneficiary Designations Part 3 — Usually They Take Precedence Over Your Estate Planning Documents, But Sometimes They Don’t
He’s Disabled But Has Full Mental Capacity- Why Can’t He Initiate His Own Trust? March 6, 2015 by Evan H Farr, CELA, CAP Q1.My friend, Ken, is physically disabled, but has full mental capacity. His parents and grandparents are no longer around. He would like to initiate a Special Needs Trust for himself, since he wants to ensure that he is protected … [Read more...]