1/9/24 ARC Special Needs Trust, Sarah Geis, Senior Director of Engagement at The Arc Master Trust

1/9/24 ARC Special Needs Trust, Sarah Geis, Senior Director of Engagement at The Arc

Presentation Description: Master Trust This presentation will cover the basics about special needs trusts and how they can be used to protect financial resources while ensuring eligibility for government benefits like SSI, Medicaid, and others. We’ll review the two types of special needs trusts that can be created (third-party and first-party) and the ways in which they can be set up.

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