An Update On Special Needs Trusts


Manage episode 215377720 series 1044733
By Colin Meeks. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

In this quick yet informative interview, Britt Stouffer explains the basics of special needs trusts and how they may help in your plan.

Special Needs benefits are complicated and delicate. If the beneficiary receives too much income, they could be disqualified for a period of time from Social Security benefits.

A Special Needs Trust allows for the family to move funds into a safe and protected financial vehicle where an appointed Trustee can spend money on the beneficiary without affecting their income.

For more information contact Britt directly at 443-470-3599 or go to

86 episodes