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Suze School: Highlights from Understanding Trusts

Suze Orman's Women & Money (And Everyone Smart Enough To Listen)

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Understanding the Significance of Special Needs Trusts for Beneficiaries of Government Programs

Exploring the significance of special needs trusts for individuals dependent on government aid such as Medicaid and SSI, clarifying how such trusts can safeguard assets to support the beneficiary while preserving eligibility for these programs. The chapter delves into the trustee's responsibilities, diverse special needs trust categories, and their applicability for different expenditures.

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