California Special Needs Trusts: What You Need to Know

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Transcript of California Special Needs Trusts: What You Need to Know

Page 1: California Special Needs Trusts: What You Need to Know
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Page 2: California Special Needs Trusts: What You Need to Know
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Page 3: California Special Needs Trusts: What You Need to Know
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Page 4: California Special Needs Trusts: What You Need to Know
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Page 5: California Special Needs Trusts: What You Need to Know
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Page 6: California Special Needs Trusts: What You Need to Know
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Page 7: California Special Needs Trusts: What You Need to Know
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Page 8: California Special Needs Trusts: What You Need to Know
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Page 9: California Special Needs Trusts: What You Need to Know
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Page 10: California Special Needs Trusts: What You Need to Know
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Page 11: California Special Needs Trusts: What You Need to Know
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Page 12: California Special Needs Trusts: What You Need to Know
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Page 13: California Special Needs Trusts: What You Need to Know
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Page 14: California Special Needs Trusts: What You Need to Know
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Page 15: California Special Needs Trusts: What You Need to Know
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Page 16: California Special Needs Trusts: What You Need to Know
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Page 17: California Special Needs Trusts: What You Need to Know
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Page 18: California Special Needs Trusts: What You Need to Know
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Page 19: California Special Needs Trusts: What You Need to Know
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Page 20: California Special Needs Trusts: What You Need to Know
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Page 21: California Special Needs Trusts: What You Need to Know
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Page 22: California Special Needs Trusts: What You Need to Know
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Page 23: California Special Needs Trusts: What You Need to Know
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Page 24: California Special Needs Trusts: What You Need to Know
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Page 25: California Special Needs Trusts: What You Need to Know
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Page 26: California Special Needs Trusts: What You Need to Know
http://www.schomerlawgroup.com/
https://www.facebook.com/SchomerLawGroup?sk=info
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Page 27: California Special Needs Trusts: What You Need to Know
http://www.schomerlawgroup.com/
https://www.facebook.com/SchomerLawGroup?sk=info
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Page 28: California Special Needs Trusts: What You Need to Know
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Page 29: California Special Needs Trusts: What You Need to Know
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Page 30: California Special Needs Trusts: What You Need to Know
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Page 31: California Special Needs Trusts: What You Need to Know
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Page 32: California Special Needs Trusts: What You Need to Know
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Page 33: California Special Needs Trusts: What You Need to Know
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Page 34: California Special Needs Trusts: What You Need to Know
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Page 35: California Special Needs Trusts: What You Need to Know
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Page 36: California Special Needs Trusts: What You Need to Know
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Page 37: California Special Needs Trusts: What You Need to Know
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Page 38: California Special Needs Trusts: What You Need to Know
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https://www.facebook.com/SchomerLawGroup?sk=info
https://twitter.com/@SchomerLawGroup
http://www.linkedin.com/pub/scott-schomer/6/63a/1b7
Page 39: California Special Needs Trusts: What You Need to Know
http://www.schomerlawgroup.com/
https://www.facebook.com/SchomerLawGroup?sk=info
https://twitter.com/@SchomerLawGroup
http://www.linkedin.com/pub/scott-schomer/6/63a/1b7
Page 40: California Special Needs Trusts: What You Need to Know
http://www.schomerlawgroup.com/
https://www.facebook.com/SchomerLawGroup?sk=info
https://twitter.com/@SchomerLawGroup
http://www.linkedin.com/pub/scott-schomer/6/63a/1b7
Page 41: California Special Needs Trusts: What You Need to Know
http://www.schomerlawgroup.com/
https://www.facebook.com/SchomerLawGroup?sk=info
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Page 42: California Special Needs Trusts: What You Need to Know
http://www.schomerlawgroup.com/
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Page 43: California Special Needs Trusts: What You Need to Know
http://www.schomerlawgroup.com/
https://www.facebook.com/SchomerLawGroup?sk=info
https://twitter.com/@SchomerLawGroup
http://www.linkedin.com/pub/scott-schomer/6/63a/1b7
Page 44: California Special Needs Trusts: What You Need to Know
http://www.schomerlawgroup.com/
https://www.facebook.com/SchomerLawGroup?sk=info
https://twitter.com/@SchomerLawGroup
http://www.linkedin.com/pub/scott-schomer/6/63a/1b7
Page 45: California Special Needs Trusts: What You Need to Know
http://www.schomerlawgroup.com/
https://www.facebook.com/SchomerLawGroup?sk=info
https://twitter.com/@SchomerLawGroup
http://www.linkedin.com/pub/scott-schomer/6/63a/1b7
Page 46: California Special Needs Trusts: What You Need to Know
http://www.schomerlawgroup.com/
https://www.facebook.com/SchomerLawGroup?sk=info
https://twitter.com/@SchomerLawGroup
http://www.linkedin.com/pub/scott-schomer/6/63a/1b7
Page 47: California Special Needs Trusts: What You Need to Know
http://www.schomerlawgroup.com/
https://www.facebook.com/SchomerLawGroup?sk=info
https://twitter.com/@SchomerLawGroup
http://www.linkedin.com/pub/scott-schomer/6/63a/1b7
Page 48: California Special Needs Trusts: What You Need to Know
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https://www.facebook.com/SchomerLawGroup?sk=info
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http://www.schomerlawgroup.com/contact-us/
Page 49: California Special Needs Trusts: What You Need to Know
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Page 50: California Special Needs Trusts: What You Need to Know
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The SECURE Act and Special Needs Trusts - CEB

The SECURE Act and Special Needs Trusts - CEB

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Chapter 3 DRAFTING SPECIAL NEEDS TRUSTS · Chapter 3—Drafting Special Needs Trusts individual’s eligibility for needs-based public bene!ts. Today, as these materials will explain,

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