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Showing posts from May, 2018

Elder and Disability Law Forum - Thursday, May 24, 2018 at Empath Health/Suncoast Hospice

Co-Trustees/Attorneys Travis Finchum and Kole Long will be speaking along with Attorneys Linda Chamberlain and Charlie Robinson on Thursday, May 24, 2018 at Empath Health (Suncoast Hospice) in Clearwater FL. Topics will include Nursing Home Regulations, Dementia & Alzheimer's, Social Security Disability (SSDI) & Supplemental Security Income (SSI), as well as a Legislative Update, including New Trust Changes (with a focus on Special Needs Trust POMS and ABLE POMS updates).

You don't want to miss this educational forum which provides FREE continuing education credits. For more information and to RSVP, click here.

Travis D. Finchum to speak at Florida Guardian ad Litem Program

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Co-Trustee/Attorney Travis D. Finchum will be presenting again this year at the Florida Guardian ad Litem Program in Orlando, Florida. His topic will cover Special Needs Trusts and ABLE accounts. As you may know there have been several changes regarding SNTs and ABLE accounts.  We now have new POMS from Social Security issued and we will be posting here soon with a summary of all of the changes. Stay tuned.



Travis D. Finchum Board Certified Elder Law Attorney Co-Trustee, Guardian Trust

Choosing a Pooled Trust or Special Needs Trust Trustee

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I’ve been working on a new presentation that I will be doing at theFamily Café this summer titled “What to ask your special needs lawyer?”It has me thinking about what questions individuals, their family members and their attorneys should be asking when “Choosing a Pooled Trust or Special Needs Trust Trustee.
You should:
Ask about a track record – How long has this Pooled Trust been in existence?How many beneficiaries do they serve, how much money do they handle?Who is investing the money?Check out the financial advisor’s background.What is the historical investment returns over the past year, three years, five years and ten years?If they don’t have a track record they can share with you, be skeptical.
Ask about insurance – Do they have Errors and Omissions coverage, a Fidelity (theft) policy, Professional Liability insurance, and Cyber Crimes insurance?If so, how much do their policies cover?If not, move on; you should not trust them with your or your client’s money.
Ask about safeguard…