Legal Question in Wills and Trusts in California
Special needs trust
I am a trust of a special needs trust and need to turn in an accounting for the trust can I use a paralegal or accountant
Asked on 11/13/07, 5:15 pm
2 Answers from Attorneys
Jeb Burton
The Burton Law Firm
Re: Special needs trust
I assume you mean trustee of a special needs trust... Unless the trust term says differently, you can use whoever is capable of doing the accounting. Howevever, whether the trust will pay for the services of that professional depends on what the trust terms say.
Answered on 11/13/07, 6:00 pm
Mitchell Roth
MW Roth, Professional Law Corporation
Re: Special needs trust
Of course you can. But, whether or not the cost is payable from the trust proceeds depends upon the terms of the trust document.
Answered on 11/13/07, 6:03 pm
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