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Download this brief to learn about changes to First-Party Special Needs Trusts and how it affects you clients.
What Every Planner Should Know About the Special Needs Trust Fairness Act

Dear Colleague,

On December 7, 2016, the Senate approved the 21st Century Cures Act (H.B. 34) that is expected to be signed into law by President Obama shortly. Significant to all estate planners with disabled clients, this legislation includes the Special Needs Trust Fairness Act, which finally rights what has long been considered an error in prior law regarding establishment of First-Party Special Needs Trusts for disabled individuals with mental capacity.

This small change has big consequences for your special needs clients. Read this 1-page brief to get up-to-speed on the changes, what it means for your clients, and how you can assist in planning for their ongoing physical, emotional, and financial needs.



Jeramie J. Fortenberry, JD, LLM (Taxation)
Executive Editor and Legal Education Faculty


The WealthCounsel Companies | PO Box 44403, Madison, Wisconsin
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