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Posts Tagged ‘special needs planning’

Sacramento Magazine Features Sacramento Special Needs Trust Attorney Brian Wyatt and Clients

Wednesday, November 16th, 2016

Sacramento magazine just published an article about some of our clients and the estate planning we do for families with special needs.  More than half of our clients have loved ones with disabilities.  It’s a great privilege to take care of these important people, giving them peace of mind and providing a place to go when parents  Read more…

Who Should Be Trustee of a Special Needs Trust?

Thursday, February 10th, 2011

Clients and other attorneys regularly ask me who can be the trustee of a Special Needs Trust.  The quick answer is that it cannot be the person with a disability (i.e., the beneficiary) or their spouse.  The law effectively prohibits it.  If we were to make the beneficiary or their spouse trustee, the funds held  Read more…

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