Serving as Trustee of a Supplemental Needs Trust

A Trustee is a fiduciary and is subject to the commonly recognized fiduciary duties of diligence, loyalty, obedience and prudence. All trustees are required to:

- Maintain accurate records

- Invest the funds as a reasonably prudent investor

- File all appropriate tax returns and accountings

- Comply with the terms of the trust document itself

Duties and Responsibilities [...]