
Sign up to save your podcasts
Or
Send us a text
In this episode, we explore the vital role of special needs trusts in elder law, discussing their importance for families and how attorneys can incorporate them into their practices. With practical marketing strategies and insights, listeners learn how to serve this unique community effectively.
• Understanding the significance of special needs trusts
• Navigating client needs in the realm of elder law
• The impact of financial advisors and CPAs on trust planning
• Effective marketing strategies for reaching families in need
• The advantages of creating dedicated special needs trusts
• Legal considerations regarding congressional changes and trust regulations
• Strengthening professional relationships within the community
If you are interested in coaching, please visit www.theelderlawcoach.com for more information.
Check out our new website www.TheElderLawCoach.com.
5
66 ratings
Send us a text
In this episode, we explore the vital role of special needs trusts in elder law, discussing their importance for families and how attorneys can incorporate them into their practices. With practical marketing strategies and insights, listeners learn how to serve this unique community effectively.
• Understanding the significance of special needs trusts
• Navigating client needs in the realm of elder law
• The impact of financial advisors and CPAs on trust planning
• Effective marketing strategies for reaching families in need
• The advantages of creating dedicated special needs trusts
• Legal considerations regarding congressional changes and trust regulations
• Strengthening professional relationships within the community
If you are interested in coaching, please visit www.theelderlawcoach.com for more information.
Check out our new website www.TheElderLawCoach.com.
756 Listeners
1,920 Listeners
732 Listeners
10 Listeners
16,089 Listeners
586 Listeners
111,539 Listeners
548 Listeners
3,074 Listeners
895 Listeners
16,847 Listeners
764 Listeners
35 Listeners
2 Listeners
1 Listeners