Off The Clock

Supplemental Needs Trusts

August 02, 2023 Season 3 Episode 45
Off The Clock
Supplemental Needs Trusts
Show Notes

The third-party Supplemental Needs Trust is an incredible estate planning document that can be added to an overall plan when a person wants to benefit a loved one who is disabled and collecting public benefits.  Alternately, this episode identifies the first-party Supplemental Needs Trust, too. Listen in as Michele Procino-Wells introduces supplemental needs planning and some key opportunities.