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Special Needs Trusts Are Valuable Tools When
Carefully Drafted & Administered
Current Newsletter - August 2023

One of the most important decisions when establishing a special needs trust (SNT) for the benefit of a loved one is selecting a trustee to place in charge of the trust. The duties and responsibilities that trustee will have are complex and mistakes can be costly to the beneficiary. Administering a special needs trust requires careful attention and adherence to specific rules and guidelines to ensure the beneficiary's needs are met without jeopardizing their eligibility for government benefits. 
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