Double check your trustee consent and SRT knowledge!
Channel: Modern Estate Planning by Scriber Law Group, LLC
Date: 26/01/2021

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Do not assume trusts and special needs trusts are the same! While they share similar aspects, a special needs trust goes further in terms of support for the special needs individual. It allows for additional financial support of an individual with special needs, without risk of bumping them out of contention for disability benefits. It also reassures the trustee that assets cannot be seized or used outside of intended purpose.