7 Ways Advisers Fixed Clients’ Biggest Financial Dilemmas

Clarfeld wealth management news

Jose Reynoso used a New York state decanting statute to transfer the trust assets into a special needs trust that only allows distributions to supplement the son’s needs and will not hinder his ability to receive any government benefits he would otherwise be eligible for.

SOURCE: http://www.investmentnews.com/gallery/20170811/FREE/811009999/PH/7-ways-advisers-fixed-clients-biggest-financial-dilemmas&Params=Itemnr=3