How to Find and Hire the Right Trustee 

for a Special Needs Trust

Choosing a trustee for a special needs trust is a crucial decision that requires careful consideration. Here are some tips on how to pick the right trustee for your loved one:

Overall, it is important to take the time to carefully consider your options and choose a trustee who can provide the support and guidance needed to protect your loved one's best interests. It is helpful to consult with a special needs attorney to help you make this decision.

Professional Trustees

In general, any business that is authorized to act as a trustee can serve as a trustee of a special needs trust. However, that does not mean that they will act.  You should specifically address the organizations experience administering special needs and supplemental needs trusts, and whether they ever decline to serve in situations like yours.  This includes banks, trust companies, and professional fiduciaries. Some businesses that offer special needs planning services, such as financial planning firms or elder law firms, may also act as trustees.  Please note, Emily R. Taylor, Attorney PLLC will not accept appointment or act as a Trustee.

When selecting a business to act as trustee, it is important to consider their experience in administering special needs trusts and their understanding of the unique needs of individuals with disabilities. Additionally, it is important to review the fees and costs associated with the services provided by the business and ensure that they are reasonable.

Interviewing Trustees

When interviewing a potential trustee for your loved one's special needs trust, here are some important questions to ask:

Overall, it is important to select a trustee who has the expertise, experience, and knowledge to manage the trust assets and make decisions that align with the goals of the trust and the needs of the beneficiary. 

Phone: 602-341-6700

Address: 1747 East Morten Avenue, Suite 105, Phoenix, AZ 85020



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Tuesday:   8:00 a.m. to 4:30 p.m.

Wednesday:   8:00 a.m. to 4:30 p.m.

Thursday:   8:00 a.m. to 4:30 p.m.

Friday:    Closed

Saturdays:    By Appointment Only

Emily R. Taylor is an attorney licensed by the State Bar of Arizona.  Emily Taylor practices in the areas of Special Needs Planning, Guardianships (and its alternatives), Estate Planning, and Special Needs Trusts.  The office of Emily R. Taylor, Attorney PLLC is located in Phoenix, Arizona.  Emily Taylor is available to consult on legal matters throughout the state of Arizona.

The information on this website is for general information purposes only. Nothing on this site should be taken as legal advice for any individual case or situation.  This information is not intended to create, and receipt or viewing does not constitute, an attorney-client relationship.

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