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.

Call Now For A Free Initial Consultation

Contact Emily R. Taylor, Attorney PLLC, in Phoenix for answers to all of your questions and to schedule a free consultation. Call us at 480-400-9235 or send us an email today. For your convenience, same-day, early morning, evening and weekend appointments are available. We provide quality legal services to clients within Arizona and from out of state, and we accept credit card payments for your convenience.