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What the SECURE Act Means for Special Needs Trusts

A special needs trust (SNT), or a supplemental needs trust, helps disabled individuals retain their eligibility for government assistance and receive additional financial support. Under the SSA expenditure rules, an SNT can provide additional monies to enhance the beneficiary’s lifestyle…

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Special Needs Trust Taxes: What You Need to Know

Special needs trusts are often established and funded by families caring for someone with special needs. It can provide peace of mind to improve a family member’s future quality of life without jeopardizing their eligibility for government benefits. However, families…

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