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Law and Financial Order
This podcast investigates and decodes topics related to financial planning, estate planning, and trusts. Hosted by financial planner, Robyn Wolcott and attorney, Erin Duques.
Law and Financial Order
Extra Special Trusts
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In this episode of Law and Financial Order, Warner Wealth advisor Robyn Wolcott and attorney Erin Duques sit down with special guest Colleen Masse from Czepiga, Daly, Pope and Perri who specializes in special needs planning and fiduciary services. Colleen helps to break down the world of special needs trusts (funded by the person with a disability) and supplemental needs trusts (funded by others)--- what they are, why they matter, and how they protect essential benefits like Medicaid and SSI.
She explains the real-life impact of strict asset limits, shares how trustees can manage spending (yes, even with a debit card!), and dives into smart ways families can fund these trusts through life insurance, IRAs, and long-term planning.
If you are caring for a loved one with special needs and want to hear about all of your and their options, this episode is for you.