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Creating A Trust For A Special Needs Child

A couple with a special needs child wanted to ensure their child had the resources and structure in place to enjoy a comfortable, quality-of-life in the parents’ absence. One of the planning challenges was that use of a traditional trust would trigger a loss of state-provided medical benefits that their child was receiving. To address this, we established a trust in the name of the wife’s sister. We then performed advanced financial modeling and analysis to determine how to best structure the trust in order to deliver the highest benefits to the trust holder and the child. Our actions gave the couple a tangible plan moving forward.


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