Professional and Experienced Assistance with Administrative Duties Of Special Needs Trusts

Were you appointed or named as a trustee of a special needs trust in Arizona? Do you have questions regarding compliance with state Medicaid and Social Security reporting laws? Are you aware of the risks and obligations you face as a fiduciary?

Whether you are a relative of an adult or child who has special needs — or you are a professional fiduciary in Arizona or from out of state — an experienced trust administration lawyer can provide valuable assistance as you fulfill the duties and obligations of your role as the trustee of a special needs trust or supplemental care trust.

Seek Legal Guidance in Your Role As A Trustee

There is much at stake — for you and the beneficiary of the trust — as you perform the duties of your role. In your position as a trustee of a special needs trust, you may have many questions, such as:

  • How can I avoid a disruption in public benefit payments to the beneficiary?
  • What are allowable disbursements to my beneficiary?
  • Which documents do I need to file with the court or ALTCS, and how often must they be updated?
  • What are my disclosure requirements?
  • How do I draft a budget that ALTCS will approve?
  • Am I making the best possible decisions for the person in my care?

At Emily R. Taylor, Attorney PLLC, we will provide you with experienced and knowledgeable guidance as you fulfill your duties.

 

Special Needs Trusts

Special Needs Trusts

When an individual has special needs or is no longer able to live independently, we will help you create a plan for his or her future care. A Special Needs Trust helps manage finances for your loved one without jeopardizing his or her rights to public benefits.

Adult Guardianship

Adult Guardianship

Guardianships and conservatorships are legal methods of managing the finances, health care and living arrangements of those who have diminished or impaired mental capacity.

Special Needs Estate Planning

Special Needs Estate Planning

Raising a child with special needs or serving as a fiduciary for an adult family member with a disability can be both rewarding and challenging. For many, public benefits are essential for survival.