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Listen "Special Needs Planning"
Episode Synopsis
Episode Summary
Attorney Thomas D. Begley III addresses the essentials of special needs planning, focusing on decision-making and financial provisions for individuals with disabilities. The episode explores alternatives to guardianship, the role of special needs trusts in preserving government benefits, and the importance of selecting a qualified trustee, offering practical guidance for families to ensure their loved ones’ care and financial security.
Key Timestamps
00:00 - Show Introduction and Welcome
01:30 - Overview of Special Needs Planning
05:00 - Alternatives to Guardianship for Decision-Making
09:00 - Role of Special Needs Trusts
13:00 - Coordinating Government Benefits with Estate Plans
17:00 - Assets in Special Needs Trusts
21:00 - Choosing a Qualified Trustee
25:00 - Benefits of Stand-Alone Trusts
29:00 - Key Strategies for Special Needs Planning
33:00 - Conclusion and Call to Action
About the Show
The Estate Blueprint is a podcast dedicated to guiding families through estate planning with clarity and compassion. Featuring certified elder law attorney Thomas D. Begley III, the show offers practical insights to protect legacies, manage life’s transitions, and ensure loved ones are cared for through strategic legal planning.
Attorney Thomas D. Begley III addresses the essentials of special needs planning, focusing on decision-making and financial provisions for individuals with disabilities. The episode explores alternatives to guardianship, the role of special needs trusts in preserving government benefits, and the importance of selecting a qualified trustee, offering practical guidance for families to ensure their loved ones’ care and financial security.
Key Timestamps
00:00 - Show Introduction and Welcome
01:30 - Overview of Special Needs Planning
05:00 - Alternatives to Guardianship for Decision-Making
09:00 - Role of Special Needs Trusts
13:00 - Coordinating Government Benefits with Estate Plans
17:00 - Assets in Special Needs Trusts
21:00 - Choosing a Qualified Trustee
25:00 - Benefits of Stand-Alone Trusts
29:00 - Key Strategies for Special Needs Planning
33:00 - Conclusion and Call to Action
About the Show
The Estate Blueprint is a podcast dedicated to guiding families through estate planning with clarity and compassion. Featuring certified elder law attorney Thomas D. Begley III, the show offers practical insights to protect legacies, manage life’s transitions, and ensure loved ones are cared for through strategic legal planning.
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