Episode 41 – Planning For Special Needs Adults – With Guest Mike Byrne

The Truth About Wealth

English - September 09, 2020 10:00 - 29 minutes - 68.6 MB - ★★★★★ - 14 ratings
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Previous Episode: Episode 40 – Special Needs Planning And The Issue Of Guardianship

Next Episode: Episode 42 – Intentionally Defective Grantor Trust Planning in 2020

Special needs planning is critical for families in ensuring children and adults with special needs are protected. In this episode, John and Michael Parise speak with Michael Byrne, a partner at Lighthouse Planning Consultants. Mike addresses many of the misconceptions surrounding families with a dependent adult with special needs, like SSI eligibility and ABLE accounts. …