Third-Party Special Needs Trust PC1356-Digital

ESTATE PLANNING

SPECIAL NEEDS TRUST

Third-Party Special Needs Trust

A special needs trust, also known as a supplemental needs trust, is an irrevocable trust set up to supplement the needs of a person with special needs or a disability without jeopardizing the beneficiary’s eligibility for important government benefits. These include Supplemental Security Income (SSI), Medicaid, vocational rehabilitation, and subsidized housing.

The primary goal of the trust is to provide for the needs of

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