Episode Summary:
In this episode of "Leaving a Legacy," host Kevin Rosenquist and estate planning attorney Rose Harper discuss the crucial aspects of special needs planning. They explore the importance of special needs trusts, protecting government benefits, and choosing trustees for vulnerable loved ones. Rose provides valuable insights on how proper estate planning can ensure continued care and support for family members with special needs.
Key Timestamps:
00:01 - Show introduction
00:44 - Why estate planning is essential for families with special needs members
02:29 - Explanation of special needs trusts and their value
04:08 - Risks of leaving money directly to persons with special needs
05:57 - How special needs trusts preserve government benefits eligibility
06:55 - Factors to consider when choosing a trustee
08:49 - Discussion of care memos and letters of intent
10:50 - Navigating the emotional aspects of special needs planning
12:08 - Different approaches to establishing special needs trusts
About the Show:
"Leaving a Legacy: Navigating Estate Planning with Rose Harper Law" is a podcast dedicated to helping families understand and navigate the complexities of estate planning. Hosted by Kevin Rosenquist and featuring estate planning expert Rose Harper, the show provides practical advice and insights for protecting your family's future.
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