A Deep Dive into Special Needs Trusts – With Bill Brown

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