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Factors to Consider when Picking Executor, Trustees and POAs

Factors to Consider when Picking Executor, Trustees and POAs

by Annette Hines | Feb 2, 2023 | Estate Planning, Special Needs Planning, Special Needs Trust

Having your estate planning documents created with an experienced special needs professional is important, as is naming the people who will be putting your plan into action. A key sticking point is often deciding who is the right person for the role, says an article...
How Trustees of Special Needs Trusts Are Compensated

How Trustees of Special Needs Trusts Are Compensated

by Annette Hines | Jan 18, 2023 | Estate Planning, Special Needs Planning, Special Needs Trust

Serving as a trustee of a special needs trust can be a time-consuming and complicated job, which is why trustees are almost always entitled to compensation for their services. Payment of trustees usually takes one of two forms: either a flat fee based on a percentage...
Who Should I Name as a Co-Trustee?

Who Should I Name as a Co-Trustee?

by Annette Hines | Nov 15, 2022 | Estate Planning, General Interest

If you’ve already created a revocable trust, congratulations—that means you’ve taken steps to protect the people important to you and eliminated concerns they may have about what will happen when you’re gone. A recent article, “3 Things to Consider when Naming...
No Will? You’re Putting Your Kids at Risk

No Will? You’re Putting Your Kids at Risk

by Annette Hines | Nov 4, 2022 | Estate Planning, General Interest, Parenting, Special Needs Planning

Many people delay the conversation or thoughts of having to prepare a will. Confronting the possibility of one’s death is not easy. However, as the recent death of actor Anne Heche shows us, not having a will can place a significant burden on your children and cause...
Special Needs Awareness Month Free Webinar Series

Special Needs Awareness Month Free Webinar Series

by Annette Hines | Oct 12, 2022 | Announcements, Education, Elder Law, Estate Planning, Special Needs Planning

October is Special Needs Awareness Month! To celebrate, Annette Hines hosted four webinars on important topics related to Special Needs Law. Following those events, she also aired Parenting Impossible Podcast episodes on three of the topics listed below. Click on the...
Estate Planning for Special Needs Children

Estate Planning for Special Needs Children

by Annette Hines | Aug 9, 2022 | Estate Planning, Parenting, Special Needs Trust

Part of providing comprehensive estate planning for families includes being prepared to address the needs of family members with special needs. Some of the tools used are trusts, guardianship and tax planning, according to the article “How to Help Clients With Special...
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Recent Posts

  • Factors to Consider when Picking Executor, Trustees and POAs
  • How Trustees of Special Needs Trusts Are Compensated
  • Who Should I Name as a Co-Trustee?
  • Supported Decision-Making as an Alternative to Guardianship
  • No Will? You’re Putting Your Kids at Risk

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