The Elder Law Coach

Ep. 43 Expanding Your Practice with Special Needs Trusts


Listen Later

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.

...more
View all episodesView all episodes
Download on the App Store

The Elder Law CoachBy Todd Whatley

  • 5
  • 5
  • 5
  • 5
  • 5

5

6 ratings


More shows like The Elder Law Coach

View all
Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

756 Listeners

Jill on Money with Jill Schlesinger by Audacy

Jill on Money with Jill Schlesinger

1,920 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

732 Listeners

Elder Law Report by Greg McIntyre, J.D., M.B.A.

Elder Law Report

10 Listeners

The Tim Ferriss Show by Tim Ferriss: Bestselling Author, Human Guinea Pig

The Tim Ferriss Show

16,089 Listeners

Main Street Business by Mark J Kohler and Mat Sorensen

Main Street Business

586 Listeners

The Daily by The New York Times

The Daily

111,539 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

548 Listeners

BiggerPockets Money Podcast by BiggerPockets

BiggerPockets Money Podcast

3,074 Listeners

DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing by Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!, Bleav

DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing

895 Listeners

Bannon`s War Room by WarRoom.org

Bannon`s War Room

16,847 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

764 Listeners

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

35 Listeners

Elder Law Growth Podcast by Bambiz Marketing

Elder Law Growth Podcast

2 Listeners

The Marketing Lawcast by Jennifer Goddard & James Campbell

The Marketing Lawcast

1 Listeners