What Every Trustee Needs to Know About Managing a Special Needs Trust
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What Every Trustee Needs to Know About Managing a Special Needs Trust
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概要
Planning for a loved one with special needs goes far beyond setting money aside. In this episode, Zach Morris sits down with Adam Earl of National Care Advisors to break down how special needs trusts work - and what can go wrong if they're not structured properly.
They explore how to protect access to critical public benefits, the true lifetime cost of care, and why trustees need more than good intentions. This conversation highlights the hidden complexities families often overlook and how thoughtful planning can make a lasting difference in care and quality of life.
Contact National Care Advisors: (800) 652-7404
Email our guest Adam Earl: aearl@nationalcareadvisors.com
Download "Retirement By Design": https://info.pacesferrywealth.com/wbw
Learn about Paces Ferry Wealth Advisors: https://info.pacesferrywealth.com/learn-about-us