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SNT Trust Administration using ABLE Accounts and TrueLink

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How are Cal-ABLE accounts set up? How does a TrueLink card work? What is the reporting to the SSA? Presenters cover all aspects of discretionary distribution requests made from beneficiaries of a Special Needs Trust (SNT). The session will address how and from whom such requests are made, sole benefit impact, discretionary distribution language drafting and implications, distribution funding mechanisms and beneficiary-specific lifetime planning.

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