Establishing Special Needs Trusts

Feb

2015

Establishing Special Needs Trusts

Posted On February 9, 2015 By Ben Niehues And has No Comment

Before you meet with an attorney to create a trust for a child with special needs, we can work with you so that you understand the different types of trusts and the benefits of each. This can significantly reduce your legal expenses.

Meeting Social Security Qualification Guidelines

Retaining Guardianship

*Securities and advisory services offered through Copper Financial Network, LLC, Member FINRA/SIPC. CuFi is a SEC registered investment adviser. Products offered through CuFi: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. CuFi is a wholly-owned subsidiary of CommunityAmerica Credit Union. Special Needs Planning Center is a marketing name used by CuFi.

Establishing Special Needs Trusts

Establishing Special Needs Trusts

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