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Tim and guest, Keith Wolak, CPA at Hoeppner Wagner & Evans LLP have a conversation around special needs trusts. Keith speaks about both trusts and special needs trusts, and examines the risks and benefits of each and how they work.
Hightower Advisors, LLC is an SEC registered Investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.
By Tim ScannellTim and guest, Keith Wolak, CPA at Hoeppner Wagner & Evans LLP have a conversation around special needs trusts. Keith speaks about both trusts and special needs trusts, and examines the risks and benefits of each and how they work.
Hightower Advisors, LLC is an SEC registered Investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.