The Academy of Special Needs Planners National Meeting Experience
LOMAH Podcast – Listen to Episode #102 – Special Needs Trusts, with guest Kevin Urbatsch
Special needs trusts are one of the first things mentioned when beginning to plan financially for a family member with special needs. In this episode we learn why special needs trusts are such powerful tools and the difference between 1st, 3rd, and pooled trusts. We also learn a management strategy that works well for most families, what to look for when choosing a pooled trust, and suggested next steps after the completion of creating the trust.