Myths of Special Needs Planning

May 23, 2022
 

https://youtu.be/VALMyQavtKU 

Sometimes something that is “common knowledge” is just a myth, and myths are prevalent in estate planning for special needs beneficiaries. For example,

* MYTH: You can't leave an inheritance to to a beneficiary with special needs.

* MYTH: You should leave a house, a car, and $2,000 directly to your beneficiary, but nothing more.

* MYTH: You need to have a separate special needs trust set up for your beneficiary.

In this outtake from a recent webinar, Jeffrey G. Marsocci, also known as The Plain English Attorney™, goes over three of the most prevalent myths that sometimes even infect the legal profession.

For the full FREE webinar, go to https://specialneedsplanningwebinar.com 

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The Clever Attorney https://youtu.be/kwZcV1D1NUY 

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