Leading Your Client With Special Needs Children to Set Up a Trust

Every child is special, but a child with special needs requires more attention. If your clients have a child with special needs, extra care is required when you discuss their estate plans. *source: https://www.outpourtunities.org/ Clients with special needs child often face the following estate planning challenges: Will the assets be readily accessible to the special needs child in the event the parents are incapacitated? How to ensure that the inheritance will be used for the…

"Leading Your Client With Special Needs Children to Set Up a Trust"