Nothing is more frustrating for a trust beneficiary with disabilities than having money tied up in a special needs trust and not being able to access the funds on demand. Of course, there is an important reason for preventing a beneficiary from being able to withdraw trust funds at will — protecting valuable government benefits. But adult trust beneficiaries who are not used to having to ask other people for help can feel hurt or resentful about having to work through a trustee. A clearly-drawn-out trust budget can help the trustee avoid conflict with a beneficiary, as it provides the beneficiary with stability and assurance that the beneficiary’s needs will be met.
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