Special Needs Myths
Oct 14, 2022In this outtake from The Advanced Institute, a professional conference for estate planners, Jeff reviews the prevalent myths in special needs estate planning that need to be overcome when discussing planning with clients.
Help spread the word by subscribing to the YouTube Channel: SUBSCRIBE https://youtube.com/nclawyer?sub_conf...
RELATED VIDEOS
Three Types of Special Needs Trusts: https://youtu.be/jWmTcXAuGuE
ABLE Accounts vs Special Needs Trusts: https://youtu.be/NQP1w20KpcE
Estate Planning Playlist: https://youtube.com/playlist?list=PLr...
Medicaid Planning Playlist: https://youtube.com/playlist?list=PLr...
Special Needs Estate Planning Playlist: https://youtube.com/playlist?list=PLr...
Professional Series Playlist: https://youtube.com/playlist?list=PLr...
Financial and Insurance Planning Playlist: https://youtube.com/playlist?list=PLr...
COURSES, PROGRAMS, AND WEBINARS Special Needs Planning Webinar.
FREE WEBINAR. There are very few areas of estate planning more fraught with risk than trying to plan an inheritance for a special needs beneficiary… if you don’t know the basics. In this free webinar, I go through the myths, goals, and proper techniques in estate planning for a beneficiary with special needs. http://www.specialneedsplanningwebina....
Trust Funding Webinar. FREE WEBINAR. It’s not enough to just have a revocable living trust and not ensure that your assets are coordinated with it to avoid probate. It’s like having the world’s best suitcase for your dream vacation, but failing to pack everything you need. In this webinar, I break down the biggest “trust funding fails” I have seen in my legal career. Trust funding doesn’t have to be a complicated mess when you know the basics and reasoning behind the different techniques. http://www.trustfundingwebinar.com.
Medicaid Planning Webinar. FREE WEBINAR. When it comes to Medicaid Planning, there is little room for mistakes and hardly no forgiveness for incorrect moves (at least without expensive court intervention). In this free webinar, I review the ten biggest Medicaid Planning mistakes people make. http://www.medicaidplanningwebinar.com.
In-Law Protection Planning. FREE WEBINAR. Unfortunately, not all marriages are “happily ever after,” and sometimes parents see red flags that their married children ignore. There’s not much parents can do in the marriage, nor do they want to, especially when there are grandchildren involved. But this doesn’t mean that you have to risk your hard earned fortune has to end up going to an in-law… or even possibly to their daughter-in-law’s next spouse and his children. http://www.inlawplanningwebinar.com.
Estate Crash Course. What is probate? What’s the difference between a Will and a Revocable Living Trust? What are the big decisions I need to make? There’s a lot of information, misinformation, and folk remedies out there, but I cut through all of that to explain the basics of estate planning in plain English, long before you step foot into the attorney’s office to work on your specific goals and objectives. http://www.estatecrashcourse.com.
VA Pension Crash Course. One of the least known, least utilized benefits available to senior veterans is the Veterans Pension Benefit. This course reviews the ins and outs of the benefit, who it is meant to help, and the all-important four big tests to qualify. http://www.vapensioncrashcourse.com.
The Six Keys to Successfully Planning Your Estate. Get organized in planning your estate through this FREE REPORT before you start spending hundreds of dollars an hour with an attorney. http://www.sixkeysreport.com
SAY HELLO ON SOCIAL MEDIA!
LinkedIn: https://www.linkedin.com/in/marsocci
Instagram: https://instagram.com/the_plain_engli...
Facebook: https://www.facebook.com/TheLawOffice...
YouTube: https://www.youtube.com/user/nclawyer
Blog: https://plainenglishattorney.com/blog
Podcast RSS Feed: https://app.kajabi.com/podcasts/21474...
#estateplanning #livingtrusts #specialneeds
Stay connected with news and updates!
Join our mailing list to receive the latest news and updates from our team.
Don't worry, your information will not be shared.
We hate SPAM. We will never sell your information, for any reason.