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.

Brand
A Professional Corporation of Attorneys at Law

What does a special needs trustee do?

On Behalf of | Jul 30, 2021 | Estate Planning

If you have a child who has a disability or other special needs, you may want to add a special needs trust to your estate plan. This type of trust gives your child access to funds to use on supplemental expenses without rendering him or her ineligible for means-tested government benefits, like Medicaid or Supplemental Security Income.

After deciding to set up a special needs trust, you should devote some attention to picking the right trustee to oversee it. This person must competently complete some major tasks.

Recordkeeping and reporting

Like other types of trusts, special needs trusts have some demanding recordkeeping and reporting requirements. To administer the trust properly, the trustee should be familiar with state and federal law, needs-based programs and relevant court rulings. He or she should also be able to meet tight deadlines and prepare complex forms.

Approving disbursements

If your child uses funds from the special needs trust on the same items means-tested government programs typically cover, he or she may inadvertently become ineligible for financial assistance. Consequently, before approving disbursements, the trustee must be certain they do not violate the rules of any applicable program.

Supporting your child

The special needs trustee is often in an ideal place to know whether your child is receiving the care and services he or she needs to thrive. If there are gaps in medical treatment, social services or other areas, the trustee may find professionals to help to fill the void.

While you may do an excellent job caring for your child now, you can continue to support his or her quality of life by setting up a special needs trust. Ultimately, choosing a trustee who has the ability to complete all necessary tasks may also put your mind at ease.