|
||||||
|
A special needs trust is set up for one of two reasons: 1. Court ordered on behalf of a person so someone independent can manage funds either up to a certain age or permanently. 2. Guardians, i.e. parents of a special needs person, sets it up so the special needs person can receive public benefits and still [...] There are various types of living trusts, including revocable and irrevocable. Revocable The Trustor is alive but has resigned as Trustee for a variety of reasons. A fiduciary is asked to be Successor Trustee. This Trust is revocable and the Trustor is still alive and has capacity, the ability to make decisions. Though the Trustor may not [...] Sue’s comments: I’ve known Michael for several years now and have always found him to be an ethical person to work with and a fun person to be around. I got Michael on the telephone and asked him to tell me a little bit about working with his clients. What you find below is what [...] |
||||||
|
Copyright © 2012 Storz Fiduciary Services - All Rights Reserved |
||||||
