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.
Watch 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).
This is a Connections California event. Connections California is a project of Parents Helping Parents – Silicon Valley.