What's the Difference Between First Party and Third Party Special Needs Trusts?
- E54
- 03:41
- January 18th 2021
In this episode, Greg Maxwell discusses the differences between a first-party and third-party Special Needs Trust — and which trust type usually applies in personal injury settlements.
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!