Episode 71: Adam Curran and Eleanor Washburn with Charleston Estate Planning Law Firm

Retire Y'all Charleston

English - March 11, 2022 12:00 - 1 hour - 148 MB - ★★★★★ - 13 ratings
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Previous Episode: Episode 70: Adam Answers Real Client Questions

Next Episode: Episode 72: Adam Curran with Ryan Morris and Stephen Zimmerman on Anderson Transportation & Logistics, LLC.

Adam gets educated by Attorney Eleanor Washburn on the technical sides of estate planning. In this podcast, the two cover everything from the trust for blended families, special needs trust, trust for children with substance abuse, and more!

Key takeaways:

Eleanor explains the difference between guardianship vs. conservatorship in South Carolina They speak on how to have a Supplemental Needs Trust and still receive government benefits - if needed. H.E.M.S of the Trust - the Liberal and Conservative way to do it.