Special Needs Trusts: Powerful Planning Tools For Disabled Individuals

Dussault, Kate; Lauterbach, Jeffrey R.
January 2002
Journal of Financial Planning;Jan2002, Vol. 15 Issue 1, p70
Academic Journal
Analyzes the special needs trusts as the powerful planning tools for disabled individuals in the United States. Types of special needs trusts; Responsibilities of trustee in the insurance business; Description of variety of design options for the ongoing management of the trust. INSET: Checklist for Advisors Wishing to Work with Special Needs Trusts.


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