Attorney Thomas D. Begley III addresses the essentials of special needs planning, focusing on decision-making and financial provisions for individuals with disabilities. The episode explores alternatives to guardianship, the role of special needs trusts in preserving government benefits, and the importance of selecting a qualified trustee, offering practical guidance for families to ensure their loved ones’ care and financial security.

00:00 - Show Introduction and Welcome

01:30 - Overview of Special Needs Planning

05:00 - Alternatives to Guardianship for Decision-Making

09:00 - Role of Special Needs Trusts

13:00 - Coordinating Government Benefits with Estate Plans

17:00 - Assets in Special Needs Trusts

21:00 - Choosing a Qualified Trustee

25:00 - Benefits of Stand-Alone Trusts

29:00 - Key Strategies for Special Needs Planning

33:00 - Conclusion and Call to Action

The Estate Blueprint is a podcast dedicated to guiding families through estate planning with clarity and compassion. Featuring certified elder law attorney Thomas D. Begley III, the show offers practical insights to protect legacies, manage life’s transitions, and ensure loved ones are cared for through strategic legal planning.