2022 Trust Examiner School - Presentations

Internal Use Only

Special Needs Trust • Tax-advantaged savings option for parents & guardians of people with disabilities • To help pay for expenses such as education, housing, transportation and health care not covered by insurance • Somewhat similar to 529 plans

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Internal Use Only

Special Needs Trust • Account investments and earnings will not disqualify an eligible individual’s entitlement to federal benefits that are subject to income limits, such as Medicaid • Accounts are FDIC insured up to $250,000

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