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MISTAKE 6: Choosing The Wrong Trustee

During your life, you will be able to manage the Special Needs Trust. When you and your spouse are no longer able to serve as trustee, your Special Needs Trust will include provisions for who will serve as the successor trustee. You may prefer a professional successor trustee. Make sure that whoever you choose is financially astute, well-organized, and, most importantly, ethical and caring. Be sure to discuss this with them ahead of time to assure that they will be comfortable accepting this responsibility. Your attorney should be able to advice you in your options, and explain your ability to keep proper control and supervision after your death through "Family Advisory Committees" and "Trust Protectors".