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What is a Disability Trustee in New Jersey? - Christine Matus
Manage episode 421353587 series 3376163
From The Matus Law Group - In this episode, we delve into the intricacies of disability trusts in New Jersey, focusing on the pivotal role of a disability trustee. What is a Disability Trustee in New Jersey? Join us as we explore the essential components of these trusts and the crucial responsibilities entrusted to the trustee.
Discover how a special needs trust attorney plays a vital role in crafting and customizing disability trusts to ensure the beneficiary's needs are met while maintaining eligibility for government benefit programs. Learn about the unique dynamics between the trustor, trustee, and beneficiary, and how these relationships are managed within the legal framework.
Explore the complexities involved in selecting the right trustee for a disability trust, whether a family member or a professional, and the considerations that must be taken into account. Gain insights into the duties and obligations of a trustee, from managing trust funds and investments to navigating stringent eligibility criteria for programs like Medicaid and Supplemental Security Income.
Join us as we discuss the challenges and responsibilities faced by trustees of special needs trusts, and the importance of seeking guidance from experienced legal professionals, such as those at The Matus Law Group, to ensure effective trust administration and protection of the beneficiary's interests.
The Matus Law Group
125 Half Mile Rd #201A, Red Bank, NJ 07701, United States
(732) 785-4453
https://www.google.com/maps?cid=3241702663730814860
1174 episodes
Manage episode 421353587 series 3376163
From The Matus Law Group - In this episode, we delve into the intricacies of disability trusts in New Jersey, focusing on the pivotal role of a disability trustee. What is a Disability Trustee in New Jersey? Join us as we explore the essential components of these trusts and the crucial responsibilities entrusted to the trustee.
Discover how a special needs trust attorney plays a vital role in crafting and customizing disability trusts to ensure the beneficiary's needs are met while maintaining eligibility for government benefit programs. Learn about the unique dynamics between the trustor, trustee, and beneficiary, and how these relationships are managed within the legal framework.
Explore the complexities involved in selecting the right trustee for a disability trust, whether a family member or a professional, and the considerations that must be taken into account. Gain insights into the duties and obligations of a trustee, from managing trust funds and investments to navigating stringent eligibility criteria for programs like Medicaid and Supplemental Security Income.
Join us as we discuss the challenges and responsibilities faced by trustees of special needs trusts, and the importance of seeking guidance from experienced legal professionals, such as those at The Matus Law Group, to ensure effective trust administration and protection of the beneficiary's interests.
The Matus Law Group
125 Half Mile Rd #201A, Red Bank, NJ 07701, United States
(732) 785-4453
https://www.google.com/maps?cid=3241702663730814860
1174 episodes
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