Using a Professional as Trustee for a Special Needs Trust

The choice of a trustee or management system is often the greatest factor as far as the effectiveness of a special needs trust. Family members often fill the role of trustee, but there is an alternative: the private, professional fiduciary.
Please join Stephen W. Dale of the Dale Law Firm and Golden State Pooled Trust as he moderates a panel of private fiduciaries to explore the role of a California Licensed Private Fiduciary (CLPF).
#cca #phpsanjose
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Parents Helping Parents, www.php.com/, supports and trains you to help your family members with a disability, including learning differences, chronic illness, mental health challenges, developmental or intellectual disabilities, physical disabilities, and more, at all stages of a person’s life.
PHP serves families in Santa Clara, San Mateo, Santa Cruz, Monterey & San Benito counties in California. Multilingual staff is always available by contacting [e-mail]. PHP is a non-profit 501(c)3 agency. Most services are free.
If you live outside the Silicon Valley area, there are similar parent centers in California and every state in the US. Find a parent center near you: www.parentcent....
Parents Helping Parents (PHP) is a nonprofit organization that provides information, training, individual assistance, and resources. PHP is not a law firm or legal service agency, and as such, the information contained in this video is provided to inform the viewer, but should not be considered legal advice. For legal advice, you should consult an attorney.