California special needs trust guide

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In Administering the California Special Needs Trust, author Kevin Urbatsch presents a guide for anyone assigned the duty of managing a Special Needs Trust for a Administering the California Special Needs Trust: A Guide for Trustees and Those Who Advise Them Paperback – January 8, 2020 · Frequently bought together. In Administering the California Special Needs Trust, author Kevin Urbatsch presents a guide for anyone assigned the duty of managing a Special Needs Trust In Administering the California Special Needs Trust, author Kevin Urbatsch presents a guide for anyone assigned the duty of managing a Special Needs Trust The purpose of a “Special Needs Trust” is to preserve government benefits for disabled beneficiaries. Instead of leaving assets directly to the disabled adultFirst-party SNT requirements · The beneficiary must be a disabled person not older than 65 years · An individual, a grandparent, a guardian, or a court must be The objective of this guide is to break that paralysis. This brief guide deals with those matters unique to what are known as Special or Supplemental Needs