No. of Recommendations: 1
One thing to consider is time management, and I'm not referring to your procrastination skills.
With a special needs child and a business to run, you're skosh on time, and managing a trust of any sort takes a fair amount of it. It may be that offloading that task to a financial planner would be worth it. Mediocre performance isn't the same as bad performance, it's just not that good.
On the other hand, setting up the estate plan takes a one-time potful of time, while running it takes up less than a potful, but more frequently. It may be that the planner is worth the cost to get things set up, then you run it, with a consult with a planner every year, or two or three, to keep things on track.
Eric Hines
