Whether you are an attorney, a financial advisor, estate planner, or other professional who serves a person with disabilities, providing trustee services for Special Needs Trusts may fall outside your core competency. 

Even if your firm agrees to serve as trustee, your staff may not have the knowledge required to protect the trust beneficiary's eligibility for public assistance programs. 

If you are an attorney who specializes in mass torts, the stakes are even higher. Attorneys have an obligation to advise clients with long-term disability about the impact of financial settlements on their eligibility for Medicaid and other public benefits. These resources are essential for those who face ongoing medical care.

Vista Points offers the support you need to provide your clients with the guidance they deserve.  Trust Vista Points to connect you to specialized legal expertise that will help minimize your professional liability.

Can a Special Needs Trust Help Your Client? 

How a Special Needs Trust Benefits Your Client

What Your Client Risks by Not Having a Special Needs Trust

Consider a Pooled Trust for Extra Security

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