Tag: Special needs trusts

Elder law attorney Andrea Lee from Legacy Estate Planning joins Suzanne to talk more about special needs trusts, comparing first party special needs trusts and third party special needs trusts.

So many of us have a loved one that may have special needs, a disability. Maybe a spouse has just been diagnosed with dementia and needs care, and they're afraid of losing their house or their money. If you're in that situation, or maybe your parents are, or a child that has special needs, this episode will be important. Elder law attorney Andrea Lee from Legacy Estate Planning joins Suzanne to talk about special needs trusts and how people can protect their own resources.

Parents and caretakers of children and the elderly with special needs are faced with daily challenges which make it difficult to do much in...

One of the greatest fears of older Americans is that they may end up in a nursing home. This not only means a great...