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Tag: Special Needs Trust

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What Is a Special Needs Trust?

May 1, 2026

An individual with disabilities may have assets from a lawsuit award or settlement, or from a gift or inheritance. Unfortunately, these assets can disqualify the person from receiving essential needs-based

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Theresa Pooled Asset Trusts: Protect Your Benefits Today

March 13, 2026

For individuals with disabilities, owning assets can unintentionally put Medicaid or SSI eligibility at risk. The Theresa Pooled Asset Trust provides a powerful solution—allowing individuals to preserve their assets while

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