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Special Needs Trust Overview

A Special Needs Trust is a trust, authorized under federal law, that holds the funds of a disabled beneficiary and allows the beneficiary to qualify for means tested public benefits like Medicaid and Supplemental Security Income (SSI).

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Why plan Ahead for a Child with Special Needs?
In conclusion, the takeaway is that it is essential to do a complete analysis of the future costs to provide for a child with special needs so that the parents can begin saving and making adjustments in their planning today. This analysis isn’t a perfect science and is a moving target at times, but ideally it can help guide families and their advisors towards creating a thoughtful plan that will fund the child’s most important needs.

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