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September 18, 2020

Special Needs Trusts, with Elijah Keyes

23 minutes

Curious about how Special Needs Trusts work in California? Or about the difference between a 1st party SNT and a 3rd party SNT? On this week's episode of I Know a Lawyer, I discuss Special Needs Trusts with Elijah Keyes of Keyes Law Group. Elijah is a Certified Legal Specialist in Estate Planning and has extensive experience and knowledge in Special Needs Trusts. In the episode, we discuss:

The difference between 1st party and 3rd party special needs trusts. (01:30)

California's ability to make an estate recovery claim against 1st party trusts. (05:01)

The benefit of having both 1st party and 3rd party trusts. (09:44)

What a trustee can and can't do. (12:30)

Pitfalls. (16:28)

Special needs trusts for persons with addiction problems. (19:37)

Thank you to Elijah for joining me. I learned a great deal more about special needs trusts and I hope the listener did as well. Contact Elijah Keyes at 408-444-7019 or find him at his website: keyeslawgroup.com if you have questions about special needs trust.

This podcast is brought to you by McKenna Brink Signorotti LLP.

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