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Special needs trust seminar Presented By: Andrew Level Forest Hills Financial Group Andrew M. Cohen Law Offices of Andrew M. CohenExplore what a Special Needs Trust is and the impact it will have

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What is special needs trust seminar?

A special needs trust seminar is an event where individuals learn about creating and managing trusts for individuals with disabilities.

Who is required to file special needs trust seminar?

Individuals who are responsible for managing trusts for individuals with disabilities are required to file special needs trust seminar.

How to fill out special needs trust seminar?

Special needs trust seminar can be filled out by providing information about the trust, beneficiary, and any other relevant details.

What is the purpose of special needs trust seminar?

The purpose of special needs trust seminar is to ensure that individuals with disabilities have their financial needs met while still qualifying for government benefits.

What information must be reported on special needs trust seminar?

Information such as trust details, beneficiary information, and any distributions made from the trust must be reported on special needs trust seminar.

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