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What Is a Pooled Special Needs Trust in New Jersey? - Christine Matus
From The Matus Law Group – What Is a Pooled Special Needs Trust in New Jersey? offers a comprehensive discussion on how families can protect assets for loved ones with disabilities without jeopardizing access to vital public benefits like Medicaid and SSI. This episode explores the key features of pooled special needs trusts, their legal framework under 42 U.S.C. § 1396p(d)(4)(C), and how nonprofit organizations play a central role in managing these trusts through master trust agreements and individual sub-accounts.
Listeners will learn the distinctions between first-party and third-party…
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