What Are the Special Needs Trust Distribution Guidelines?
- E84
- 03:24
- August 16th 2021
A special needs trust cannot pay for expenses that SSI is already paying for; otherwise, a beneficiary can use the funds in their special needs trust to pay for nearly anything that the beneficiary may need.
In this episode, Greg Maxwell talks more about the distribution guidelines of special needs trusts.
Contact Greg Maxwell at (801) 683-7362 or at [email protected] if you have any questions about this podcast episode.
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Settlement Planning Tips for Personal Injury Attorneys
The Settlement Planning Tips for Personal Injury Attorneys podcast helps PI lawyers navigate the unique legal and financial issues that arise near the settlement of a PI case.
Each week, join Greg Maxwell, JD, CFP® of Amicus Settlement Planners, as he answers commonly asked questions and shares practical pointers to maximize the client's recovery while minimizing the lawyer's liability.
This attorney-to-attorney podcast discusses government benefits planning, special needs trusts, structured settlement annuities, lien resolution, Medicare Secondary Payer Act compliance, income tax reduction strategies for attorneys, and more!