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

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

    A special needs trust is a legal way to help provide for a person with a disability without disqualifying them for governmental benefits. One of the main financial risks of having a disability is ...

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

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

    What Is a First-Party Special Needs Trust? A first-party SNT is one of two types of SNTs, sometimes referred to as Medicaid payback trusts, self-settled SNTs, OBRA ’93 trusts and d4A or d4C trusts.

  4. Special needs trust - Wikipedia

    en.wikipedia.org/wiki/Special_needs_trust

    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.

  5. 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). [1] 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 ...

  6. United States trust law - Wikipedia

    en.wikipedia.org/wiki/United_States_trust_law

    The term "grantor trust" also has a special meaning in tax law. A grantor trust is defined under the Internal Revenue Code as one in which the federal income tax consequences of the trust's investment activities are entirely the responsibility of the grantor or another individual who has unfettered power to take out all the assets. [20]

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

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

    For example, they may rely on government assistance programs, like Medicaid, to access necessary care. ... Continue reading → The post What Is a First-Party Special Needs Trust? appeared first ...

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