• Don't Confuse the Roles of Trustee and Care Manager

• • Care Planning
  • Caregivers
  • Elder Law
  • Elderly
  • Estate Planning
  • Jacksonville
  • Life Care Planning
  • North Florida
  • Orange Park
  • Planning
  • Special Needs Planning
  • St. Augustine
• 7 years ago
• Trustees of special needs trusts wear many hats. They act as investment manager, bookkeeper, distribution manager, benefits advocate, and financial planner. Often trustees are in constant communication with the beneficiary and the beneficiary’s caregivers regarding many aspects of the beneficiary’s ... [read more]