Planning for the long-term care and financial security of a loved one with disabilities requires thoughtful legal tools and careful attention to both public benefits and private assets. At the Law Offices of Robert P. Bergman, our Gonzales-based practice helps families create Special Needs Trusts tailored to preserve eligibility for public programs while allowing supplemental support from trust funds. A well-drafted trust can protect assets, arrange for care, and provide peace of mind knowing that a person’s quality of life is addressed through legally sound planning. We work with clients across Monterey County to design practical, durable solutions aligned with each family’s goals.
This guide explains how a Special Needs Trust operates, common approaches to funding and administration, and the benefits such a trust can bring to an individual who relies on public benefits like Medi-Cal or Supplemental Security Income. We describe options available under California law, how trust terms can be crafted to supplement but not supplant benefits, and why clear trustee powers and distribution rules matter. Whether you are beginning to explore planning or are updating an existing plan, this page offers practical information to help you make informed decisions for your family’s future in Gonzales and beyond.
A Special Needs Trust protects a beneficiary’s access to public benefits while allowing friends and family to provide additional support through trust distributions. It can pay for items and services not covered by government programs, such as specialized therapies, education, travel, and quality-of-life enhancements. Using a trust also creates a formal structure for management of funds in the event of a caregiver’s incapacity or death. For families in Gonzales, a properly crafted trust reduces financial uncertainty, clarifies decision-making authority for trustees, and helps preserve Medi-Cal or SSI eligibility, supporting a more stable future for individuals with disabilities.
The Law Offices of Robert P. Bergman represents clients across Monterey County from our San Jose roots, offering practical estate planning and trust services that reflect California law and local needs. Our approach focuses on clear communication, careful document drafting, and hands-on guidance through funding and administration of trusts. We help families evaluate trust types, coordinate documents like powers of attorney and healthcare directives, and prepare supporting documents such as certifications of trust and pour-over wills. The goal is to deliver plans that are legally sound, easy to administer, and aligned with each client’s caregiving arrangements and financial situation.
A Special Needs Trust is a legal arrangement designed to hold assets for the benefit of a person with disabilities without causing a loss of means-tested government benefits. Trust terms typically limit direct cash distributions and instead allow payment for goods and services that improve quality of life without disqualifying the beneficiary from programs such as Medi-Cal or SSI. Trusts can be funded during a grantor’s lifetime or by third parties after a grantor’s death, and the trust language must be carefully drafted to comply with federal and state rules. Creating a trust requires coordinating with existing estate plans and benefit eligibility rules.
There are several common forms of Special Needs Trusts, each with different rules about funding, creditor protection, and payback provisions. The trustee’s role includes managing investments, making discretionary distributions, and ensuring that distributions are made in a way that does not jeopardize public benefits. Proper administration also involves recordkeeping and communication with family members and service providers. Families should consider how the trust will be funded, who will serve as trustee, and what provisions will guide distributions to meet the beneficiary’s ongoing needs while preserving eligibility for critical support programs.
A Special Needs Trust is a legally enforceable agreement that holds assets for a person with disabilities while allowing the trustee to make supplemental distributions for the beneficiary’s benefit. The trust is carefully worded to supplement, rather than replace, public benefits by paying for items and services that are not provided by programs like Medi-Cal or Supplemental Security Income. Trust terms typically explain the trustee’s discretion, permissible distribution purposes, and any payback requirements to reimburse Medi-Cal upon the beneficiary’s death. A clear definition and straightforward provisions help ensure the trust performs its intended purpose over time.
Setting up a Special Needs Trust involves several practical steps including selecting the appropriate trust type, drafting precise distribution standards, appointing successor trustees, and coordinating beneficiary designations and funding strategies. Documents such as a certification of trust can streamline interactions with banks and providers, while pour-over wills and beneficiary designations ensure that retirement accounts, life insurance, or probate assets pass into the trust when appropriate. Trustees must also follow legal and administrative processes such as maintaining records, preparing accountings when required, and understanding how distributions affect public benefits.
Understanding the terminology used in trust planning helps families make informed decisions. Terms such as ‘payback provision,’ ‘third-party trust,’ ‘pooled trust,’ and ‘discretionary distribution’ are often encountered in Special Needs Trust planning. Familiarity with these concepts clarifies who can fund the trust, how funds may be used, and what obligations trustees have when the beneficiary receives public benefits. This glossary provides plain-language explanations to demystify legal jargon and help clients discuss options with confidence when planning for a loved one with disabilities.
A payback provision requires that any remaining funds in a Special Needs Trust be used to reimburse Medi-Cal or other state benefits for expenses paid on behalf of the beneficiary after the beneficiary’s death. This provision is common in certain trust types and ensures compliance with government recovery rules. Families choosing a trust with a payback clause should understand how this affects the trust’s residual beneficiaries and estate planning goals. The payback obligation typically applies only to state benefits that provided medical assistance to the beneficiary during his or her lifetime.
A third-party Special Needs Trust is funded by someone other than the beneficiary, typically parents or family members, and does not include a payback obligation to the state. Because assets in a third-party trust are not treated as the beneficiary’s assets for benefit eligibility, this trust can provide extensive supplemental support while preserving the beneficiary’s access to public benefits. It is often used as part of a broader estate plan to direct gifts, life insurance proceeds, or inheritances into a trust that will benefit the individual with disabilities without affecting eligibility.
A pooled Special Needs Trust is managed by a non-profit organization that pools resources from multiple beneficiaries for investment purposes while maintaining separate accounts for each beneficiary’s distributions. This structure is particularly useful when family members cannot serve as trustee or when a small initial sum is used to provide immediate support. Pooled trusts often include a payback provision to the state but can offer professional administration and reduced administrative burdens for families who prefer a non-family trustee arrangement.
A discretionary distribution allows the trustee to decide whether and how much to distribute for the beneficiary’s supplemental needs based on trust terms and the beneficiary’s circumstances. Because discretionary payments are not guaranteed, they generally do not count as income or assets for public benefits eligibility. Trustees must exercise discretion consistent with the trust’s purposes, keep careful records of distributions, and coordinate with healthcare and social service considerations to ensure that payments enhance the beneficiary’s quality of life without endangering benefits.
Choosing the best trust option depends on factors such as who will contribute assets, whether a payback requirement is acceptable, the size of the estate, and the beneficiary’s long-term needs. A third-party trust can allow family-directed supplemental support without state payback, while a pooled trust may be practical for smaller initial funding or where professional administration is preferred. An individual trust established for a beneficiary who already owns assets may require payback language to comply with Medi-Cal rules. Each option has tradeoffs that should be weighed in the context of family goals and benefit eligibility rules.
A limited trust or a modest pooled trust account can be appropriate when the beneficiary requires only modest additional support or when funds are being set aside for short-term transitional needs. Families with limited resources sometimes prefer starting with a pooled trust operated by a nonprofit to avoid the administrative responsibilities of serving as trustee. This approach can provide immediate access to discretionary payments for non-covered needs while preserving public benefits. Over time, the plan can be revisited and expanded if circumstances or funding change.
When caregivers require immediate, professional management of funds but lack the capacity to serve as trustee, a limited approach through a pooled trust or a professional trustee arrangement can be useful. These arrangements allow trusted organizations to make distributions according to the beneficiary’s needs without delay. They reduce administrative burdens for families while offering a structured process for payments and recordkeeping. This option is often chosen when swift action is needed to preserve benefits and provide quality-of-life supports for the beneficiary.
A comprehensive estate plan coordinates trusts with powers of attorney, advance directives, beneficiary designations, and other documents to ensure consistent treatment of the beneficiary and smooth transfer of assets. Coordination helps avoid unintended disqualifications of benefits and ensures that life insurance, retirement accounts, and other assets fund the trust as intended. A unified plan also addresses successor trustee appointments and guardianship nominations, creating a clear roadmap for caregivers and trustees to follow when circumstances change or a primary caregiver becomes unavailable.
Comprehensive planning builds in flexibility for changing needs, healthcare options, and financial circumstances. Trust provisions can include successor trustee designations, distribution guidelines for future needs, and mechanisms for modifying the trust as laws and family situations evolve. Contingency planning ensures that someone is ready to manage the beneficiary’s affairs, that funds are available for unexpected expenses, and that the plan adapts to life events. This long-term perspective reduces the chance of costly mistakes and preserves the beneficiary’s quality of life over time.
A comprehensive approach aligns legal documents, funding strategies, and caregiving arrangements to create a cohesive plan that protects benefits and enhances the beneficiary’s support network. By integrating powers of attorney, health care directives, and guardianship nominations with a Special Needs Trust, families create a consistent framework for decision-making during incapacity or after a caregiver’s death. This reduces administrative friction, clarifies trustee authority, and helps ensure that distributions serve the beneficiary’s best interests without endangering eligibility for Medi-Cal or SSI.
Comprehensive planning also addresses practical matters such as naming standby trustees, setting up bank and investment accounts, and documenting the beneficiary’s daily needs and service providers. These details make it easier for a successor trustee to step in and continue care without delay. Families also benefit from a coordinated plan that anticipates potential complications like creditor claims, changes in public benefits, or the need for trust modifications. Overall, a unified plan promotes stability and provides a clear path for maintaining the beneficiary’s quality of life.
A primary benefit of a well-constructed plan is the preservation of public benefits while still allowing for meaningful supplemental support through trust distributions. Thoughtful drafting ensures that trust payments are made for goods and services that do not count as income or resources for eligibility purposes. Families gain the confidence that financial resources will enhance the beneficiary’s life without risking access to Medi-Cal or SSI. This balance is achieved through precise trust language, careful distribution practices, and coordination with benefits counselors when needed.
A comprehensive plan delivers clarity about who will manage the beneficiary’s finances and healthcare decisions, and under what circumstances. Naming successor trustees and guardians, documenting the beneficiary’s preferences, and creating protocols for distributions ensure continuity of care. This reduces the likelihood of disputes or gaps in support when a primary caregiver can no longer serve. Clarity in the plan also helps service providers and agencies understand how the trust will supplement existing benefits and contributes to more efficient administration of funds on behalf of the beneficiary.
Maintain a detailed record of the beneficiary’s daily routines, medical providers, therapists, and preferred vendors to help trustees make appropriate discretionary distributions. This information makes it easier to evaluate requests for payments and ensures that funds are used to enhance the beneficiary’s quality of life. Documentation should include contact information, typical monthly expenses, upcoming medical or therapy needs, and any accommodations required for travel or education. Such detail reduces guesswork and strengthens the trustee’s ability to act promptly and in alignment with the beneficiary’s best interests.
Name successor trustees and include instructions for transitions so that management of the trust continues smoothly in the event a primary trustee is unavailable. Consider who is willing and able to serve, how successor trustees will be compensated, and what resources they will need to administer the trust, including access to financial accounts and professional advisors. Clear contingency planning reduces delays in distributions and helps maintain consistent support for the beneficiary during times of family transition or loss of a caregiver.
Families consider a Special Needs Trust for reasons including preserving public benefits, protecting assets for long-term care, and ensuring that supplemental support is available for items not covered by government programs. A trust can hold inheritances, life insurance proceeds, or other funds in a manner that provides for the beneficiary’s comfort and enrichment without jeopardizing essential benefits. Planning also formalizes decision-making authority and can reduce the stress placed on family caregivers by establishing clear rules for distributions and successor management.
Another reason to create a trust is to provide for unforeseen needs and to create a predictable mechanism for funding care or therapies that enhance the beneficiary’s life. Trusts give families control over how funds are used and by whom, enabling thoughtful long-term planning. They also serve as a complement to guardianship nominations, powers of attorney, and healthcare directives to create a unified plan that addresses both legal and practical aspects of daily care. This planning helps ensure continuity and security for the beneficiary in all life stages.
Families often seek a Special Needs Trust when a loved one is approaching adulthood, when parents are considering retirement or incapacity, after receiving an inheritance, or upon learning that a beneficiary’s assets may disqualify them from public benefits. Other triggers include a change in medical needs, receipt of a legal settlement, or the need to formalize caregiving arrangements. In these situations, a trust helps preserve benefits while ensuring that funds are available to improve the beneficiary’s daily life and long-term prospects.
When a beneficiary reaches adulthood or a primary caregiver plans to retire, families should review and often update their estate plan to address new responsibilities and funding needs. A Special Needs Trust clarifies who will manage finances and provides for supplemental needs that public benefits may not cover. Transition planning includes appointing successor trustees, updating beneficiary designations, and ensuring that the trust is funded appropriately so that care and services continue uninterrupted through life changes.
An unexpected inheritance or settlement can unintentionally disqualify a beneficiary from means-tested benefits if assets are left directly to the individual. Creating a Special Needs Trust to receive such funds preserves eligibility while allowing for the careful management and use of proceeds for the beneficiary’s benefit. This approach ensures that the resources intended to help the individual are used effectively and in a manner that complements government-provided services without creating eligibility issues.
When family members are unable or unwilling to manage financial affairs, families may place trust assets in a pooled trust or appoint a professional trustee to handle distributions and recordkeeping. This can be particularly valuable when beneficiaries require complex care, when caregivers lack financial experience, or when the family desires impartial administration. Professional or non-profit administration helps ensure consistent management, thorough recordkeeping, and continuity of support for the beneficiary over time.
We serve Gonzales and surrounding communities in Monterey County, providing practical legal guidance for families creating Special Needs Trusts and coordinating estate documents. Our office helps clients identify appropriate trust structures, draft clear trust provisions, and implement funding strategies using assets such as life insurance, retirement accounts, and trust assignments. We also assist with related documents like powers of attorney, advance health care directives, and guardianship nominations to ensure a complete plan that supports the beneficiary across different life stages and administrative circumstances.
The Law Offices of Robert P. Bergman provides personalized estate planning services focused on practical results for families in Gonzales and across Monterey County. We prioritize clear drafting, careful coordination with public benefit rules, and helping clients implement funding strategies to preserve eligibility. Our process emphasizes communication with caregivers and service providers and prepares documents that are straightforward to administer. Clients value our attention to detail and our focus on plans that work in real-world caregiving and financial situations.
We assist clients in reviewing existing plans, making targeted updates, and implementing successor trustee arrangements to reduce future administrative burdens. Our team prepares supporting documents such as certifications of trust and pour-over wills, and we advise on beneficiary designations for retirement accounts and life insurance to ensure funds pass to trusts when intended. We also guide families through transferring assets, setting up necessary accounts, and documenting preferences to ease future transitions.
Clients contacting our firm receive clear next steps and practical recommendations tailored to their family’s circumstances. We discuss options such as third-party trusts, pooled trusts, and funding mechanisms, and help identify trustees and safeguards that align with the family’s goals. Our office serves Gonzales and nearby communities, and we are available to discuss urgency, timelines, and practical implementation with a focus on protecting benefits and enhancing the beneficiary’s daily life.
Our process begins with an initial consultation to understand the beneficiary’s needs, family circumstances, and any existing documents or assets. We then recommend a trust type, draft tailored trust provisions, and prepare coordinating documents such as powers of attorney and health care directives. After document execution, we assist with funding and provide guidance on trust administration, recordkeeping, and coordinating distributions with public benefits. Throughout the process, we prioritize clarity and practical steps to make implementation straightforward for families and trustees.
In the initial meeting we gather information about the beneficiary’s medical needs, current benefits, assets, caregiver arrangements, and long-term goals. This assessment helps us determine which trust structure best aligns with the family’s objectives and how other estate documents should be coordinated. We discuss funding sources such as life insurance, bank accounts, or inheritance, and review any immediate steps needed to avoid jeopardizing benefits. The consultation creates a clear plan for trust drafting and implementation.
We collect documents including benefit award letters, bank statements, insurance policies, and details of any pending settlements or inheritances. Understanding these elements allows us to tailor trust provisions and funding strategies so the beneficiary retains eligibility for programs like Medi-Cal or SSI. Accurate information supports careful drafting of distribution standards and payback provisions when required. Gathering these materials early reduces delays and helps ensure the trust accomplishes intended goals efficiently.
During the needs assessment we discuss the beneficiary’s daily supports, therapeutic services, educational plans, and long-term living arrangements. This conversation informs the trust’s permissible distribution categories and helps trustees understand priorities for using trust funds. We also address whether funds should be used for one-time purchases, ongoing services, or emergency needs, and how to document such decisions to maintain clarity for future trustees and family members.
After agreeing on a plan, we prepare the Special Needs Trust and related documents, carefully crafting language that preserves benefits while allowing for discretionary support. Drafting includes trustee powers, distribution standards, successor trustee provisions, and payback clauses when necessary. We also prepare coordinating documents such as pour-over wills, powers of attorney, and advance health care directives to create a complete estate plan that functions smoothly under California law and in coordination with public benefit programs.
Trust language is tailored to define the trustee’s responsibilities, clarify permissible distributions that supplement government benefits, and establish procedures for accountings and recordkeeping. We recommend trustee powers that provide sufficient flexibility for managing investments, paying vendors, and responding to changing needs without exposing the beneficiary to loss of benefits. Clear successor trustee provisions and instructions for interaction with service providers reduce the likelihood of future disputes or administrative complications.
To complete the plan, we prepare supporting documents like a pour-over will, powers of attorney for finances, and an advance health care directive to ensure continuity of decision-making and asset transfers. We advise on beneficiary designations for life insurance and retirement accounts to funnel assets to the trust as intended. Supporting documents help ensure that funding occurs seamlessly and that the trust functions as a central component of the family’s estate plan.
Once documents are signed, we assist families with funding the trust, which may include retitling accounts, assigning assets, or updating beneficiary forms. We provide a checklist for trustees and guide them on recordkeeping and distribution protocols. We also discuss coordinating with benefits counselors and service providers to ensure distributions are made appropriately. Final implementation focuses on practical readiness so that trustees can administer the trust and the beneficiary continues to receive needed public benefits.
Funding the trust often involves retitling bank or brokerage accounts, naming the trust as beneficiary of life insurance or establishing a general assignment of assets to trust. For retirement accounts, careful beneficiary designations and stretch planning considerations are important. We work with clients to prioritize actions that preserve benefit eligibility and ensure the trust receives intended assets without unnecessary delay. Proper funding is essential to making the trust operational for the beneficiary’s needs.
We provide trustees with guidance on administering the trust, including recordkeeping practices, documentation of distributions, and communications with healthcare or social services providers. Trustees receive practical instructions on how to evaluate requests for payments, balance competing needs, and maintain compliance with benefit program rules. This orientation helps trustees act confidently and minimizes disruption to the beneficiary’s care and financial support when the trust becomes active.
A Special Needs Trust holds assets for a person with disabilities in a way that generally preserves eligibility for means-tested public benefits by allowing discretionary distributions for supplemental items and services. The trust must be carefully drafted so that trust assets are not considered countable resources for programs like Medi-Cal or Supplemental Security Income, and the trustee must make distributions that supplement rather than replace benefits. Clear trustee powers and distribution guidelines help align trust administration with benefit program rules. Trust language often specifies permissible expenditures, such as therapies, education, transportation, and other quality-of-life needs that government programs may not cover. The trustee’s records and distribution rationale should demonstrate how payments benefit the beneficiary without affecting eligibility. Coordination with benefits counselors and regular review of applicable program rules help ensure ongoing compliance and the intended protective effect of the trust.
A Special Needs Trust can be funded in several ways, including contributions from family members, inheritances directed into a third-party trust, life insurance proceeds, or by assigning assets into the trust at the grantor’s death. An individual who already owns assets may create a trust for their own benefit, though certain trust types require payback language for state recovery. Planning should address the source of funds and the timing of transfers to avoid unintended benefit consequences. Third parties such as parents, grandparents, or friends can fund a third-party trust without triggering eligibility issues for the beneficiary, while individual trusts may be subject to different rules. Trustees and families should seek guidance on retitling accounts, beneficiary designations, and coordinating with retirement plan administrators to ensure assets pass to the trust as intended and with minimal disruption to public benefits.
A pooled trust is managed by a nonprofit organization that pools funds from multiple beneficiaries for investment purposes while maintaining separate accounts for each beneficiary’s distributions. It often accepts smaller initial contributions and provides professional administration, making it useful when families need immediate or ongoing management without serving as trustee. Pooled trusts may include a payback provision to reimburse the state for public benefits paid on behalf of the beneficiary after death. A third-party trust is funded by someone other than the beneficiary, such as parents or family members, and typically does not include a state payback provision, since assets never belonged to the beneficiary. This trust type is commonly used as part of a broader estate plan to hold inheritances and gifts for the beneficiary’s benefit without endangering program eligibility. The choice between pooled and third-party trusts depends on funding sources, administrative preferences, and long-term planning goals.
Whether a Special Needs Trust requires repayment to Medi-Cal depends on the type of trust. Individual trusts that hold the beneficiary’s own assets often must include a payback provision to reimburse the state for Medi-Cal benefits provided during the beneficiary’s lifetime. Third-party trusts funded by parents or others typically avoid payback requirements because the assets never belonged to the beneficiary, allowing remaining funds to pass to other designated family members or charitable beneficiaries. It is important to review the trust type and applicable state recovery laws to understand payback obligations. Families should consider the implications of a payback clause on residual beneficiaries and discuss options for structuring the plan to meet both caregiving and estate goals while remaining compliant with California regulations.
Yes, a beneficiary can often continue to qualify for Medi-Cal and SSI while receiving supplemental support from a properly designed Special Needs Trust. The trust must be drafted to ensure that distributions are made for supplemental items and services that do not count as income or resources according to program rules. Trustees must exercise discretion and maintain documentation showing that trust payments complement, rather than replace, benefits the beneficiary receives from government programs. Maintaining eligibility also involves careful funding and coordination with benefit administrators, especially when transferring assets into a trust or changing income and resource levels. Families should avoid direct cash distributions to the beneficiary for basic support items covered by benefits and should consult with a benefits counselor when uncertain about the effect of particular distributions.
Choosing a trustee requires evaluating who will be willing and able to manage financial matters, make discretionary distribution decisions, and keep careful records. Common options include a trusted family member, a friend with financial acumen, a professional fiduciary, or a nonprofit pooled trust administrator. The right choice depends on the complexity of the trust, the amount of assets, and the need for impartial administration in family situations with potential conflicts. Whomever is chosen should understand the duties involved, be prepared to coordinate with service providers and benefits counselors, and be willing to follow the trust’s distribution standards. Naming successor trustees and providing detailed guidelines in the trust document helps ensure continuity and reduces stress on family members when transitions occur.
A complete estate plan for a person with disabilities typically includes the Special Needs Trust plus complementary documents such as a pour-over will, financial power of attorney, advance health care directive, HIPAA authorization, and guardianship nominations if appropriate. These documents ensure that decision-making authority and asset transfers are coordinated and that the trust can be funded and administered smoothly. Certifications of trust and general assignments may also be used to simplify interactions with banks and beneficiaries on behalf of the trust. Updating beneficiary designations on life insurance and retirement accounts to direct proceeds into the trust, where appropriate, is an important step. That coordination prevents assets from being distributed directly to the beneficiary in a way that could disqualify them from public benefits. A cohesive set of documents and well-considered beneficiary forms creates a reliable structure for long-term care and financial management.
Special Needs Trusts should be reviewed periodically, especially after major life events such as changes in the beneficiary’s needs, receipt of an inheritance, the death or incapacity of a caregiver, or changes in benefit program rules. Regular reviews help ensure that trustee provisions, distribution guidelines, and funding arrangements continue to serve the family’s objectives and comply with current regulations. It is also wise to revisit beneficiary designations and funding mechanisms to confirm the trust remains fully operational. A review every few years or after significant life events keeps the plan aligned with evolving needs and legal developments. Trustees should also maintain open communication with family members and benefits counselors to adapt the trust administration to changing circumstances and to address any emerging challenges proactively.
Retirement accounts can be used to fund a Special Needs Trust, but careful planning is required because naming a trust as the beneficiary of an IRA or 401(k) has tax and distribution implications. For many retirement accounts, a qualified trust structure and specific language are necessary to preserve tax deferral and to ensure the trust receives the assets without unintended consequences. In some cases, a trustee may need to act as the direct beneficiary and follow distribution rules to manage tax impact and benefit coordination. Families should consult regarding whether to name a third-party trust or a special-purpose beneficiary designation to preserve both benefit eligibility and favorable tax treatment. Considering alternatives such as life insurance to replace the retirement account’s value in the trust may also be part of a thoughtful funding strategy that meets both caregiving and estate objectives.
If a family member receives an inheritance that could affect benefit eligibility, immediate steps include contacting a trusted attorney or benefits counselor to determine how best to protect eligibility. One common action is directing the inheritance into a properly drafted Special Needs Trust or arranging transfers that comply with look-back periods and program rules. Acting promptly helps avoid unintentional disqualification and provides a pathway to preserve both the inheritance and public benefits. Additionally, families should gather documentation about the inheritance, review current benefit eligibility notices, and avoid making direct cash gifts to the beneficiary that could be counted as resources. Coordinating with financial institutions and updating estate documents such as beneficiary designations will help ensure that the funds are managed according to the family’s long-term planning goals.
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