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Listen "Planning For Disabled Family Members"
Episode Synopsis
Do you have a disabled child or grandchild? If so, you likely want to assist them financially without the risk of them losing their public benefits. In this episode, Tim discusses planning for family members with disabilities. We'll distinguish First-Party v. Third-Party special needs trusts. Tim will discuss different planning strategies. He also gives you his thoughts on who to name as a trustee. If you have a disabled family member... you should check this episode out.
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