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Sugar Land Office

19901 Southwest Freeway,

Sugar Land, TX 77479
21 Jan
Answering Your Questions About Choosing The Right Trustee For A Special Needs Trust

Description

DATE/TIME:  Wed., Jan. 21, 2026 at noon Central

TITLE/DESCRIPTION:  Answering Your Questions About Choosing The Right Trustee For A Special Needs Trust

Many families ask how to select a trustee for their child's Special Needs Trust.  If your family does not have a good solution within the family for this important responsibility, you won't want to miss this presentation!  Join Tanya T. Castro, CFP®, CTFA, AEP®, Senior Vice President and Wealth Strategist, and Joshua R. Flores, Chief Fiduciary Officer, from Texas Regional Bank, as they explain how, why, and when to make the decision about a trustee.  

  • How do you go about selecting a trustee outside of your family
  • Why it is appropriate and beneficial to use a professional trustee
  • When you should establish the legal paperwork for this important decision.

You are invited to bring your questions to this discussion! You won't want to miss this important webinar!

SPEAKER: Tanya T. Castro, CFP®, CTFA, AEP® and Joshua R. Flores from Texas Regional Bank 

ZOOM WEBINAR ID: 879 7059 0386

REGISTER HERE:  https://us06web.zoom.us/webinar/register/WN_3O14gyUiTVigKBETVfW1wg

Date and Time

Wed, Jan 21, 2026

12:00p - 1:00p CST

Location

Webinar

PT1H

Event Registration

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