Shared Stewardship: Planning for Life’s Transitions — Not Just What Happens After Death When families begin planning for the future of a loved one with disabilities or long-term support needs, the conversation often starts with a single question: Who should serve as trustee? No doubt this is an important decision. Trustees carry significant legal and […]
Taxation of Special Needs Trusts Key Planning Considerations for 2026 Administering a special needs trust means more than following the rules. It’s about making thoughtful decisions that balance taxes with long-term benefit protection. Special needs trusts (SNTs) are designed to do something very specific: Preserve assets while protecting access to means-tested benefits. But from a […]
What Is a Trust Protector? When families create a trust, they name a trustee to manage the assets and carry out the instructions in the trust document. Sometimes, they also name a trust protector. A trust protector is a person or company given specific powers to make sure the trust continues to work as intended. […]
Dear Clients, Friends, and Professional Partners: As we begin this new year, we are pleased to share an update on the growth and evolution of Mission Management & Trust Co. Serving as your trusted partner through milestones, transitions, and opportunities is truly one of our greatest privileges. Today, we are excited to share updates […]
Supported Decision-Making: Help Without Taking Control Supported Decision-Making (SDM) is a way for people with disabilities to make their own decisions with help from people they trust. The key idea is simple: Needing help does not mean losing the right to choose. SDM supports independence, dignity, and participation in everyday life. What Is Supported Decision-Making? […]
