You might ask Susan Wannemyr if this is up her alley. She's a financial advisor, not an accountant, whom I found through this list. I think you want someone like her for advice on different way to handle investments and trusts. She's great. Smart, helpful and thorough. Susan Wennemyr The Davis Group work (413) 387-6114 work swennemyr at finsvcs.com Annamarie Pluhar Pluhar Consulting Helping organizations live their values http://www.pluharconsulting.com strategic solutions facilitation training instructional design 802.451.1941 802.579.5975 (cell) Annamarie On Jul 21, 2008, at 4:53 PM, Lisa Woods wrote: > ** Be sure to fill out the survey/skills inventory in the > member's area. > ** If you did, we all thank you. > > > I'm looking for an accountant that can help me manage my mothers > affairs. > > We will be putting her money in a special needs trust and possibly > a money market fund. > > I'm clearly out of my league here so I need to hire someone who > does this for a living. > > I welcome any suggestions, information or recommendations that > could steer me in the right direction. > > Thanks :) > > > _______________________________________________ > Hidden-discuss mailing list - home page: http://www.hidden-tech.net > Hidden-discuss at lists.hidden-tech.net > > You are receiving this because you are on the Hidden-Tech > Discussion list. > If you would like to change your list preferences, Go to the Members > page on the Hidden Tech Web site. > http://www.hidden-tech.net/members -------------- next part -------------- An HTML attachment was scrubbed... URL: http://lists.hidden-tech.net/pipermail/hidden-discuss/attachments/20080727/fb87c377/attachment.htm