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What's New
» Attention Federal Personnel and EAP Directors!!
We have spent years training Federal managers coast-to-coast on creating healthy work cultures. Click our link here to get our Federal Disability and Wellness Report! Let us help you manage behavioral and psychiatric issues in the workplace. |
Trustee and Trust Advisory Services
Managing Director Thomas O'Connor advises families in establishing testamentary planning for adult children with disability. This includes creating stand alone special needs trusts in the present and writing beneficiary-specific provisions in testamentary special needs trusts. A critical competency of any trustee or future fiduciary is understanding the medical and life care needs of a beneficiary with disabilities that present different financial challenges to assets as that beneficiary ages out. O'Connor Associates, Inc conducts all trustee services and trust advisory services in partnership with a client's identified estate planning provider, financial advisors, and/ or attorney(s). |
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