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  • in reply to: Pooled Special Needs Trusts #13875
    patbergmaierCFP
    Participant

    I wouldn’t be too intimidated by the responsibilities of having your son as trustee even from a distance. A lot of the tasks of a trustee he would delegate and higher those specific advisors – investment, legal, tax, government benefits, etc. Your personal 3rd party SNT would be a much more efficient vehicle especially for transferring assets to future generations of your family.

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