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When to Recommend a Special Needs Trust for a Settling Client

When to Recommend a Special Needs Trust for a Settling Client

Released Monday, 27th September 2021
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When to Recommend a Special Needs Trust for a Settling Client

When to Recommend a Special Needs Trust for a Settling Client

When to Recommend a Special Needs Trust for a Settling Client

When to Recommend a Special Needs Trust for a Settling Client

Monday, 27th September 2021
Good episode? Give it some love!
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A special needs trust is a valuable settlement tool — but may not be an available or viable option for many clients.

In this episode, Greg Maxwell discusses when it may make sense to recommend a special needs trust to a settling client. 

Contact Greg Maxwell at (801) 683-7362 or at [email protected] if you have any questions about this podcast episode.

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