Great news, we no longer charge additional annual administration fees for MSA’s held in our Special Needs Trusts. www.cptinstitute.org
MSA funds are a countable resource for Supplemental Security Income (SSI) purposes. We are excited to offer a MSA Special Needs Trust without ongoing trustee fees. Just pay a one-time setup fee of $3,000 and no further fees shall apply.
MSA funds are NOT countable in California, but are countable in all other states.
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