Special Needs Trusts – Benefits&Planning Tool - a podcast by Nancy Oriola, LCSW, CMC, NMG, CFP

In the confusing world of trusts, there is one trust that you will want to know about for your aging loved one and that is the Special Needs Trust. This trust allows your loved one to remain on, or qualify for, Federal, State and other benefits while having funds in trust to assist with approved costs. If you have a sibling or are a parent of an adult with special needs, this is important for you to learn about. If you have a parent under age 65, particularly with limited resources, this will offer an option for funds to be available later while still qualifying for benefits. Join me and two very knowledgeable guests as we talk about the many benefits of using the Special Needs Trust now or for use in future planning.

Further episodes of Aging Life Network

Further podcasts by Nancy Oriola, LCSW, CMC, NMG, CFP

Website of Nancy Oriola, LCSW, CMC, NMG, CFP