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California special needs trust guide

 

CALIFORNIA SPECIAL NEEDS TRUST GUIDE >> DOWNLOAD LINK

 


CALIFORNIA SPECIAL NEEDS TRUST GUIDE >> READ ONLINE

 

 

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The purpose of a “Special Needs Trust” is to preserve government benefits for disabled beneficiaries. Instead of leaving assets directly to the disabled adult The Special Needs Trust can be used to provide for the needs of a person with a disability and supplement benefits received from various governmental assistance Without forming a trust with these funds, an individual may become ineligible to receive public or government benefits. Many government programs are means-It is important that your special needs trust is set up correctly so that the trust will properly take care of your loved one when you are gone. General estate While written for California trustees of special needs trusts, these trusts in particular are written to conform to federal statutes and policy. This brief guide deals with those matters unique to what are known as Special or Supplemental Needs Trusts. It is not intended to replace guidance on the First-party SNT requirements · The beneficiary must be a disabled person not older than 65 years · An individual, a grandparent, a guardian, or a court must be In Administering the California Special Needs Trust, author Kevin Urbatsch presents a guide for anyone assigned the duty of managing a Special Needs Trust

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