Trusts are a general tool that are beneficial in many financial planning situations. Many trust benefits, such

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 Trusts are a general tool that are beneficial in many financial planning situations. Many trust benefits, such as asset protection and control, are appropriate considerations for a family with a special needs person. Which of the following is not generally associated with planning for a special needs situation?

• Family trust or third party trust.

• A trust under 42 U.S.C. Sec. 1396p(d)(4)(A).

• A pooled trust.

• A special general advocate trust.

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Fundamentals Of Financial Planning

ISBN: 9781936602094

3rd Edition

Authors: Michael A Dalton, Joseph Gillice

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