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Katie Aguilar and Erin Majka discuss how to effectively use special needs trusts.
Use Special Needs Trusts Effectively
On-Demand Seminar (Posted 06/10/24) | Level: Basic
Gain insight on selecting the appropriate type of special needs trust. Understand what language should be included when drafting a trust. Consider the options when choosing a trustee, and learn about advising the trustee on distributing trust funds.
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