Listen "Episode 6 - A Deep Dive into Special Needs Trusts – With Bill Brown"
Episode Synopsis
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 helpsThe benefits and potential drawbacks of this type of trustThe different types of special needs trustsBill’s personal connection with special needs trustsAnd more!Tune in to learn how a special needs trust can increase quality of life in applicable situations!Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.
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