Evergreen Exchange

Special Needs Planning

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In this episode of Coffee with Evergreen, Evergreen GaveKal's Tygue Howland, a member of our Business Development Team, is joined by a Partner of Palladio Consulting, Connor Kavanaugh, to discuss financial planning when someone has a child with special needs.

Some topics they cover:

  • When meeting new families, what is the process to determine the resources available to individual families?
  • What are the benefits that could be utilized for these families?
  • What is a special needs trust, and when should it be used?

    • As always, thank you for listening! This episode was recorded on October 7, 2022.

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    Evergreen ExchangeBy Evergreen Gavekal
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