New Special Needs Trusts Allow Persons under 65 to Keep Public Benefits!!!

Good news! If you are UNDER 65 years old and expecting an inheritance or court ordered settlement, you can have access to these funds and allows you to keep your public benefits (Medi-CAL or SSI). There is a new federal statute that amended the rules regarding special needs trusts and now allows mentally competent individuals to establish their own “payback” special needs trusts with their own assets. This is called a California

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