Скачать или смотреть What Is A Special Needs Trust In Estate Planning?

Are you navigating the complexities of estate planning for a loved one with special needs? Discover the essential role a Special Needs Trust plays in securing their financial future without jeopardizing vital government assistance.

This guide breaks down the critical aspects of Special Needs Trusts, including:
► Understanding how a Special Needs Trust (SNT) allows beneficiaries to receive assets without losing eligibility for public benefits like Medicaid and SSI.
► The key differences between first-party and third-party SNTs and when each is appropriate for your situation.
► Who can establish and manage an SNT, and the importance of choosing a suitable trustee.
► The types of expenses an SNT can cover, enhancing a beneficiary's quality of life beyond basic government provisions.
► Essential considerations for integrating an SNT into a comprehensive estate plan to ensure long-term security and care.


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