A special needs trust is a specialized type of trust that is designed to provide services to help a beneficiary with a disability to obtain benefits and enjoy an increased quality of life.

In this episode of Your Financial-Plan It, David Vallieres is joined again by Bill Brown to continue their series on estate planning, and to discuss special needs trusts with a very special personal story.

In this episode, you will learn:

• What a special needs trust is and who it helps
• The benefits and potential drawbacks of this type of trust
• The different types of special needs trusts
• Bill’s personal connection with special needs trusts
• And more!

Tune in to learn how a special needs trust can increase quality of life in applicable situations!

Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.