Special Needs Trusts Mom Autism Money podcast

2+ y ago 1:17:22

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Financial advisor Brenton Harrison and attorney Jill Zacks join Mom Autism Money to decode a particularly complicated topic: Special Needs Trusts. In this episode, we’ll talk about first-party, third-party and pooled special needs trusts, Medicaid clawback provisions, the importance of life insurance for parents of disabled children, and how you might want to plan your retirement savings differently after listening to this episode.

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Connect with Jillian: https://mcandrewslaw.com/our-attorneys/jillian-zacks/

Connect with Brenton: https://www.brentonharrison.com/

Learn more about life insurance: https://lifehappens.org/

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Get the full transcript of this episode here: https://tinyurl.com/sntsmam

31 эпизодов