FAQs

Answers

  • Getting lost in the acronyms? Who doesn't! Here's a quick rundown of our most frequently used abbreviations.

  • Determining whether a Supplemental Needs Trust is the right solution for your needs can be a complex decision. Click above to download a Decision Tree that might help.

  • One of CFPD's primary roles as trustee is to assure that distributions from a Supplemental Needs Trust are within current state and federal rules and regulations. Click above to see information about some general categories of what is - and is not - an appropriate trust expenditure.

  • Many individual/family member trustees and other legal decision-makers are unaware that they are legally held to the same fiduciary standards as any professional fiduciary. Click the link above to see what the role really entails.