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SPECIAL NEEDS NEWS

January 2019

Pooled Trusts: Should You Consider Taking a Dip?
Trusts where the funds of many people with special needs are “pooled” may be a better option for some people than the conventional special needs trust, depending on the circumstances.
Should a Special Needs Trust Buy a Home for a Beneficiary?
Although homeownership can be empowering for someone with disabilities, purchasing the home through a special needs trust may be in the beneficiary’s best interests.

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