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Planning for the Future with the Use of Life Insurance Benefits & Third Party Special Needs Trusts - Shared screen with speaker view
Lyubov Kroz
Hello, could you please repeat a statement about no age limit for beneficiary but then you talk about age of 65. Thank you.
Third Party trusts have no age limits. Payback trusts cannot be set up for an individual 65 or over. Pooled trust can be set up for someone 65 or over, but are extremely limited.
We're sorry. The presentation is almost over so we won't be able to ask your question. You are welcome to reach out to the presenter with your specific questions.