Do You Need a Lawyer in the Special Needs Trust Beneficiary’s State?

 In Special Needs Planning

Question:

I am the trustee of my sister’s special needs trust. My sister lives in California. Is it necessary to have a special needs lawyer in California for administering trust related documents such as yearly expense reports etc?

Response:

Yes, it makes sense at least to consult with a California special needs attorney because we don’t know what we don’t know. I’m not sure what reporting requirements there may be for whatever programs your sister is on in California, a practitioner should be able to advise you. You can find special needs practitioners at www.specialneedsanswers.com.

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