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When You Should Consider Using a Special Needs Trust for a Client

When You Should Consider Using a Special Needs Trust for a Client Special Needs Trusts are a government benefits planning option for clients who need to protect their Medicaid or SSI eligibility.

In this video, Greg Maxwell explains when you should consider using a special needs trust for a client who receives Medicaid or SSI.

Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this video.

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