Heirloom and Legacy

Special Needs Trust: Preserving Assets for the Vulnerable ft Tom Sannicandro


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In this episode we are joined by Tom Sannicandro, Attorney at Law and founder of Special Needs Trusts Online. We discuss the reasons why families should consider developing a special needs trust, what the processes for developing the trust look like and how to fund the trust.


Other key Topics Discussed:

  • Special Needs Trust
  • Supplemental Needs Trust
  • Special needs children and wills
  • Uniform Probate Code
  • Executor
  • Personal Representative

  • Useful resources:

    • https://www.specialneedstrustsonline.com/
    • https://www.ablenow.com/
    • https://www.legacypreservation.life/

    • Disclaimer:

      The information contained in this podcast is provided for informational purposes only, and should not be construed as legal or professional advice on any subject matter. You should not act or refrain from acting on the basis of any content included in this podcast, without seeking legal or other professional advice.

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      Heirloom and LegacyBy Angelyn C. Frazer-Giles