Off The Clock

Supplemental Needs Trusts


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The third-party Supplemental Needs Trust is an incredible estate planning document that can be added to an overall plan when a person wants to benefit a loved one who is disabled and collecting public benefits.  Alternately, this episode identifies the first-party Supplemental Needs Trust, too. Listen in as Michele Procino-Wells introduces supplemental needs planning and some key opportunities.  

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Off The ClockBy Procino-Wells & Woodland, LLC

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