Problems with Beneficiary Designations Part 3 — Usually They Take Precedence Over Your Estate Planning Documents, But Sometimes They Don’t
How to Choose Trustees for a Special Needs Trust May 5, 2015 by Evan H Farr, CELA, CAP Mark is an autistic adult who resides in a Medicaid-funded residential program in upstate New York. Before his parents passed away, his mother established a Special Needs Trust for him, which held in excess of $2 million, with the … [Read more...]