Dale & Eke is taking the COVID-19 outbreak very seriously.  So, for the purpose of maintaining social distancing under CDC guidelines and to promote the health and safety of our clients, visitors and staff and reduce the spread of COVID-19, our physical office will be closed until further notice.

For the time being we are limiting all in-office meetings to those clients and potential clients who are not feeling ill or who have not shown signs of illness.  However, we are recommending that, unless you make other arrangements with your attorney, all client and potential client meetings occur via telephone or video conferencing.  If you have any paperwork for us that you need to drop off, please use the mail slot outside of the front door to our office.

We can still be reached at our office telephone number (317-844-7400). Your call will be answered by our office phone system and you may leave a voicemail in the general mailbox or with a specific attorney. All voicemails left in the general mailbox will be routed to the requested attorney or staff.

You may also email the firm through its website at  www.daleeke.com.

We will continue to monitor this evolving situation and adjust procedures as necessary.  Your health and safety, and the health and safety of our attorneys and staff, is our highest priority.  We thank you for your patience and understanding during these uncertain and unprecedented times.

A Professional Corporation of Attorneys at Law

3 essential qualities of a special needs trustee

Provided they have limited incomes and assets, disabled Hoosiers often qualify for Supplement Security Income or other needs-based government help. A special needs trust is an estate planning tool that provides funds for the benefit of your disabled loved one without jeopardizing eligibility for means-tested assistance. 

When setting up a special needs trust, you have wide flexibility to choose a trustee to oversee it. Still, some individuals make better trustees than others. Here are three essential qualities you likely want your special needs trustee to have. 

1. Competence

All special needs trusts have certain rules they must follow. They also have terms the trustee must implement. Consequently, at a minimum, your special needs trustee should have a working knowledge of the trust, its accounting requirements and its legal obligations. 

2. Protection

Being able to manage the trust competently is only part of the equation. Your special needs trust must also protect the beneficiary, who is your disabled loved one. This likely requires understanding government program eligibility and scrutinizing prospective disbursements. The trustee may also need to collaborate with your relative’s caregivers to ensure he or she has access to essential services. 

3. Prudence

Special needs trustees should not take their jobs lightly. After all, a trustee must make wise decisions about the trust, including its investments, while striving to meet the needs of the beneficiary. Accomplishing these tasks usually requires both prudence and diligence. 

Government entitlement programs have strict qualification rules and other requirements. A prudent trustee takes great care to ensure your loved one has access to funds that improve quality of life without inadvertently sabotaging eligibility for needs-based financial assistance.