A special needs trust is a specialized type of trust that is designed to provide services to help a beneficiary with a disability to obtain benefits and enjoy an increased quality of life.
In this episode of Your Financial-Plan It, David Vallieres is joined again by Bill Brown to continue their series on estate planning, and to discuss special needs trusts with a very special personal story.
In this episode, you will learn:
- What a special needs trust is and who it helps
- The benefits and potential drawbacks of this type of trust
- The different types of special needs trusts
- Bill’s personal connection with special needs trusts
- And more!
Tune in to learn how a special needs trust can increase quality of life in applicable situations!
Resources: Synergy Capital Solutions