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Selecting the Trustee of a Special Needs Trust

The following resource is provided free to you by Hook Law Center.

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Sometimes, it is advisable to have an independent, non-family member serve as the sole trustee or, at a minimum, as a co-trustee. An independent trustee can be objective, and usually, has knowledge, such as investment expertise and a public benefits background, which family members lack. Requiring the trust to have an independent trustee also prevents a family trustee from being caught in an endless series of conflicts of interest.

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