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Midway, PA (724) 796-3040 Erie, PA (814) 315-0123 Franklin, PA (814) 209-4699

Special Needs Trusts and the SECURE Act

Individuals of any age with disabilities can establish a special needs trust, also known as a supplemental needs trust, to maintain eligibility for government benefits. Under the SSA expenditure rules, an SNT can provide additional monies to enhance the beneficiary’s…

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