Inclusive Education Project (IEP) Podcast

What Families Should Know About Special Needs Trusts and Other Estate Planning Documents with Jill Hiraizumi-Artino and Peilin Ngo [IEP 023]


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Many believe that estate planning is something only wealthy families or the elderly should worry about, but that’s simply not true. There are many types of estate planning documents that help protect families of all sizes and procedures that guide the various needs of families, including special needs trusts, limited conservatorships, and trust creation.
We’re joined by estate planning attorneys Jill Hiraizumi-Artino and Peilin Ngo as they discuss some of the most important legal documents families should consider creating.
For full show transcript, visit our site here.
What We Cover in This Episode:
The importance of being proactive as opposed to reactive when it comes to estate planning
Why and when should families consider creating an estate plan?
What legal documents anyone past the age of 18 should have in place
What a special needs trust is and when is it used
Limited conservatorships, what they cover, and when they’re needed
How you can anticipate a future amendment to an already-formed trust
What the typical length of the probate process takes
Resources Mentioned:
California Probate Code Section 1420
Contact Information:
http://www.hn-legal.com (www.hn-legal.com)
Phone: (949)5342575
Thank you for listening!
Don’t forget to SUBSCRIBE to the show to receive every new episode delivered straight to your podcast player every Tuesday.
If you enjoyed this episode and believe in our message, then please help us get the word out about this podcast. Rate and Review this show in Apple Podcasts, Stitcher Radio, or https://play.google.com/music/listen#/ps/I23ctmblttqsbc4kagaccwm453a ( Google Play.) It helps other listeners find this show.
Be sure to connect with us and reach out with any questions/concerns:
https://www.facebook.com/IEPcalifornia/ (Facebook)
https://www.instagram.com/iepcalifornia/ (Instagram)
https://twitter.com/iepcalifornia (Twitter)
http://www.iepcalifornia.org (IEP website)
This podcast is for informational and educational purposes only. It is not to be construed as legal advice specific to your circumstances. If you need help with any legal matters, be sure to consult with an attorney regarding your specific needs.
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Inclusive Education Project (IEP) PodcastBy Inclusive Education Project

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