EPISODE 12 – Phone provided at no cost with closed captioning for anyone with a hearing loss – June 15, 2022 Bart begins a series of interviews with special needs trust partners to increase the quality of life for beneficiaries. This first interview is...
EPISODE 11 – When to establish a special needs trust for your child – June 1, 2022 Does timing really matter about establishing a special needs trust for a child who is a minor? Listen to Bart share stories about establishing special needs trusts. EPISODE...
EPISODE 10 – When to memorialize an adult through a special needs trust – May 15, 2022 When is it too late to establish a special needs trust? Does a special needs trust beneficiary have to be a relative? Listen to Bart share his story and more about...
EPISODE 9 – How to memorialize an adult child through a special needs trusts – May 1, 2022 Is it too late to memorialize a loved one through a special needs trust? Can an adult, living with a disability, be a beneficiary of a new special needs trust?...
EPISODE 8 – The professional team for special needs trusts – April 15, 2022 A professional team is needed to start a special needs trust. Hear who is involved and how they contribute for the beneficiary to benefit from a special needs trust. EPISODE 8...
Recent Comments