Loud and Clear: A Special Needs Conversation

When Should a Special Needs Trust Be Updated?

By Daniel M. Surprenant, CELA Special needs trusts (SNTs) are financial instruments designed to enhance quality of life for individuals with disabilities by supplementing the government benefits available to them. Assets held in SNTs aren’t counted when determining an individual’s eligibility for means-tested public programs such as Medicaid and Supplemental Security Income (SSI). Since personal […]

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Posted: July 24th, 2018 | 7 Comments »