Funds placed into a special needs trust are not counted by Medicaid and SSI when determining ongoing eligibility. 

A special needs trust can be a great solution for disabled clients who are unable or unwilling to spend down on the allowed items in the calendar month they receive the settlement.

In this episode, Greg Maxwell discusses what types of expenses a special needs trust can pay for on behalf of the beneficiary.

Contact Greg Maxwell at (801) 683-7362 or at [email protected] if you have any questions about this podcast episode.

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