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Bradley Frigon on Developing a Financial Plan for a First-Party SNT Receiving a Personal Injury Settlement

When the beneficiary of a first-party special needs trust (SNT) receives a personal injury (PI) settlement or a damage award with a structured settlement annuity contract, a financial advisor must address many factors in creating a financial plan. Factors range from the structuring of the settlement...

When a First-Party SNT Obtains a Personal Injury Settlement - Developing a Financial Plan

When the beneficiary of a first-party special needs trust (SNT) receives a personal injury (PI) settlement or a damage award with a structured settlement annuity contract, a financial advisor must address many factors ....