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Establishing a Financial Trust

For families who have a family member with a disability, financial trusts can be an extremely crucial part of financial and estate planning and can provide a number of benefits. There are a number of important decisions that must be made when establishing a trust as part of your estate plan.

  • When to establish the trust?
  • Who will be the trustees?
  • Is the trustee able to manage and invest the assets?
  • What is the trustee’s relationship with your family member with a disability?
  • What is your trustee’s age in relation to the age of your family member with a disability?
  • What assets will be put in trust?
  • What kind of trust will be created?
  • Who will receive trust assets following the death of the beneficiary?

Planning to take care of yourself and those you care about can be complicated, and we only want to introduce the subject here. Please feel free to contact us to discuss these issues further.