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Special Needs Planning: Protecting Benefits and Securing the Future
Episode Summary:
Kimbro Stephens and Shane Cox dive deep into special needs planning, exploring how families can protect benefits and secure the future for loved ones with disabilities. They discuss different types of special needs trusts, government benefits, and crucial considerations for long-term care planning.
Key Timestamps:
00:00 - Introduction
00:28 - Understanding Special Needs Planning
02:48 - Explaining SSI vs SSDI
04:12 - Importance of Planning with Government Benefits
06:15 - Types of Special Needs Trusts
09:41 - Allowable Trust Expenses
11:48 - Planning for Future Caregivers
14:02 - Considerations for Different Levels of Special Needs
16:18 - How to Start the Planning Process
About the Show:
The Juris Law Podcast features Kimbro Stephens (Managing Attorney) and Shane Cox (Chief Legal Counsel) from Juris Law Group, sharing their expertise in healthcare and elder law to help families navigate complex legal matters.
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By juristlawpodcastEpisode Summary:
Kimbro Stephens and Shane Cox dive deep into special needs planning, exploring how families can protect benefits and secure the future for loved ones with disabilities. They discuss different types of special needs trusts, government benefits, and crucial considerations for long-term care planning.
Key Timestamps:
00:00 - Introduction
00:28 - Understanding Special Needs Planning
02:48 - Explaining SSI vs SSDI
04:12 - Importance of Planning with Government Benefits
06:15 - Types of Special Needs Trusts
09:41 - Allowable Trust Expenses
11:48 - Planning for Future Caregivers
14:02 - Considerations for Different Levels of Special Needs
16:18 - How to Start the Planning Process
About the Show:
The Juris Law Podcast features Kimbro Stephens (Managing Attorney) and Shane Cox (Chief Legal Counsel) from Juris Law Group, sharing their expertise in healthcare and elder law to help families navigate complex legal matters.