Today’s Special

Inheritance versus trust. Pooled versus private. Grantors versus trustees. Payouts and benefits cutoffs and “testamentary” and “inter vivos” and what does all this mean when you’re just trying to have a life with a special-needs child!? The nuts and bolts of establishing a special needs trust for your loved one’s future can be befuddling, and in this session we look at some of the terms they’ve learned in setting up a trust for Alex. We also provide many print and Web-based sources for more information.

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Few issues come with more emotional freight than whether to create a special-needs trust — monies put aside for your disabled child’s adulthood, when a parent is no longer around. We’re wrestling with the many, many, many pros, cons, and details of creating such a trust for Alex. In this first podcast discussing trusts, we talk about how we feel that such a fund may well be necessary for his future.

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