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