Third Party Trust

A Third Party Trust is a legal arrangement where a third party manages assets for beneficiaries. This trust is essential for meeting the needs of individuals, particularly those with special needs, without jeopardizing their eligibility for government benefits. It offers asset protection and can be customized for different situations, allowing flexibility in distribution and management. Understanding this trust enables families and caregivers to make informed decisions for their loved ones.

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Special Needs Planning

How to Become a Special Needs Planner: Credentials, Paths & the SNA Vetting Standard

What is a special needs plan and who's qualified to build one? Learn the credentials, career paths, and Special Needs Alliance standards families should look...