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Moving To Another State May Affect Your Special Needs Trust

By Mary Browning on May 19, 2009
Posted in Estate Planning, Medicaid, Special Needs Trusts, Trustees

If you have an existing special needs trust, moving to another state could require a change to the trust in order to comply with the rules of the new state. This applies to both first-party trusts (trusts funded with the assets previously owned by an individual with special needs) and third-party trusts (trusts funded with…

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