Choosing an Investment Advisor for a Special Needs Trust
In many cases, the trustee of a special needs trust should hire a professional investment advisor. Here are some guidelines for hiring one.
In many cases, the trustee of a special needs trust should hire a professional investment advisor. Here are some guidelines for hiring one.
You may have heard the terms “special” needs trust and “supplemental” needs trust and wondered what the difference is. The short answer is that there’s no difference. Here’s the long answer.