Tips for Dealing With and Drafting for Clients With Diminished Capacity
ACTEC Trust & Estate Talk
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Drafting Special Needs Trust for Clients with Diminished Capacity
The importance of carefully drafting special or supplemental needs trusts for clients with diminished capacity is discussed in this chapter. The speakers emphasize the need for careful consideration to ensure fiduciary duties can be fulfilled, and reference a podcast episode by ACTEC that focuses on drafting for incapacitated beneficiaries.
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