Choosing a trustee for a Special Needs Trust is one of the most important decisions a family can make—but it’s also one of the most misunderstood. In this episode of Secured Steps, we break down the key differences between bundled and unbundled trustee arrangements. You’ll learn how each model works, who’s responsible for what, and the pros and cons of each structure. Whether you're considering a corporate trustee, a family member, or a hybrid approach, this conversation will help you make an informed decision that protects your loved one and aligns with your planning goals. 

Ver todos los episodios