Episode Summary Attorney Thomas D. Begley III addresses the essentials of special needs planning, focusing on decision-making and financial provisions for individuals with disabilities. The episode explores alternatives to guardianship, the role of special needs trusts in preserving government benefits, and the importance of selecting a qualified trustee, offering practical guidance for families to ensure their loved onesā care and financial security. Key Timestamps 00:00 - Show Introduction and Welcome 01:30 - Overview of Special Needs Planning 05:00 - Alternatives to Guardianship for Decision-Making 09:00 - Role of Special Needs Trusts 13:00 - Coordinating Government Benefits with Estate Plans 17:00 - Assets in Special Needs Trusts 21:00 - Choosing a Qualified Trustee 25:00 - Benefits of Stand-Alone Trusts 29:00 - Key Strategies for Special Needs Planning 33:00 - Conclusion and Call to Action About the Show The Estate Blueprint is a podcast dedicated to guiding families through estate planning with clarity and compassion. Featuring certified elder law attorney Thomas D. Begley III, the show offers practical insights to protect legacies, manage lifeās transitions, and ensure loved ones are cared for through strategic legal planning.
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About This Episode
Episode Summary Attorney Thomas D. Begley III addresses the essentials of special needs planning, focusing on decision-making and financial provisions for individuals with disabilities. The episode explores alternatives to guardianship, the role of special needs trusts in preserving government benefits, and the importance of selecting a qualified trustee, offering practical guidance for families to ensure their loved onesā care and financial security. Key Timestamps 00:00 - Show Introduction and...