When someone creates a DIY will, they may have something that amounts to one piece of an estate plan. Even if that same person takes their will to an estate planning attorney and that attorney completely rewrites it (to fit the client’s specific needs and wishes), the...
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Self-Settled & Third-Party Special Needs Trusts
Although we have discussed how and why you need to create a special needs trust, it is essential to distinguish between a self-settled trust and a third-party one. Self-settled trusts can be particularly confusing because they are also referred to as first-party...
