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Thanks for this.

 

I've asked our attorney who recommended a group, but I've called twice now and they've yet to return my call.

 

I've read about filings for SNTs and for our situation it doesn't sound terribly complicated (since it's a grantor SNT, I could probably do it myself, but I'd feel better having a professional guide me through at least the first year). I could also use someone with a deeper understanding of coordinating the SNT with an ABLE account and other special tax planning considerations.

 

It's been tough separating the wheat from the chaff when it comes to CPAs.