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  2. Special needs trust - Wikipedia

    en.wikipedia.org/wiki/Special_needs_trust

    t. e. A special needs trust, also known in some jurisdictions as a supplemental needs trust, is a specialized trust that allows the disabled beneficiary to enjoy the use of property that is held in the trust for his or her benefit, while at the same time allowing the beneficiary to receive essential needs-based government benefits.

  3. How Do I Use a First-Party Special Needs Trust? - AOL

    www.aol.com/finance/first-party-special-needs...

    A first-party special needs trust (SNT) is one of the two forms that this tool can come in. Here’s how it works. A financial advisor could help you create an estate plan for your family’s ...

  4. Supplemental needs trust - Wikipedia

    en.wikipedia.org/wiki/Supplemental_needs_trust

    Supplemental needs trust is a US-specific term for a type of special needs trust (an internationally recognized term). Supplemental needs trusts are compliant with provisions of US state and federal law and are designed to provide benefits to, and protect the assets of, individuals with physical, psychiatric, or intellectual disabilities, and still allow such persons to be qualified for and ...

  5. Estate planning - Wikipedia

    en.wikipedia.org/wiki/Estate_planning

    e. Estate planning is the process of anticipating and arranging for the management and disposal of a person's estate during the person's life in preparation for a person's future incapacity or death. The planning includes the bequest of assets to heirs, loved ones, and/or charity, and may include minimizing gift, estate, and generation-skipping ...

  6. I Live in Florida. Do I Need a Living Trust or Will (Or Both)?

    www.aol.com/live-florida-living-trust-both...

    The types of assets you might transfer to a living trust in Florida can include your primary home, investment properties, vehicles, bank accounts, antiques, collectibles and other valuables.

  7. Generational Wealth: What’s a Special Needs Trust? - AOL

    www.aol.com/finance/generational-wealth-special...

    For premium support please call: 800-290-4726 more ways to reach us

  8. Special Needs Tax Credit - Wikipedia

    en.wikipedia.org/wiki/Special_Needs_Tax_Credit

    Special Needs Tax Credit is a proposed addition to the U.S. Internal Revenue Service tax code, which would enable a $5,000 refundable tax credit to reimburse family members of adults with special needs and seniors with dementia for the legal expenses of guardianship for their loved ones. It would also enable the creation of a Special needs ...

  9. Financing the Care of Loved Ones With a Disability - AOL

    www.aol.com/news/financing-care-loved-ones...

    An SNT can help you or a loved one: 1. Meet current cash flow needs and plan for the future. 2. Preserve eligibility for governmental benefits. People living with disabilities may become ...

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