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Chris Smith and Art Malisow discuss the reporting requirements for special needs trusts.
How and Why to Use Special Needs Trusts
On-Demand Seminar (Posted 03/09/15) | Level: Basic/Intermediate
If your client receives means-tested benefits, you must understand special needs trusts—the difference between a first- and third-party trust, funding and tax issues, and when to get the court involved in the establishment of an SNT.
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