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The trust alone will not provide for the Special Needs recipient because of the 5 year rule. I am told that a carefully drafted accumulation trust can accommodate those...
Client has 18k of social security income. Has 500k of investments with a cost basis of 100k. If the investments were sold there would be 400k of long term care capital...
He wants out of the farming business
I would you client sell what is likely an undivided interest in the farm property?
State Farm Insurance Co
The Resource Partners Group
A contribution from Jason Caudill, MBA