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What Will Happen When We’re Gone? Trusts, Pooled Trusts and More-Ep. 99

Guest: Megan Brand,  Colorado Fund for People with Disabilities Executive Director

Dani Page, JD (her other episodes with us are Episodes 50 and 70)

In its simplest form, a Trust is a relationship, in which one person holds title to property, subject to an obligation to keep or use the property for the benefit of another..

We ask:

• Can we use Trusts to help our loved ones with SMI - now, and after we are gone?
• Some of the differences between Pooled Trusts and Individual Trusts?
• How to evaluate Pooled Trust Organizations or other Trustees when considering who to name as trustee

• How does the Secure Act impact the ability to provide support through inherited IRA's
• Language in trust documents to cloak our loved ones from creditors getting ahold of trust money needed to support their lives after we are dead.
• What can we set up now so that our loved ones will be okay after we are gone….and not to put a huge burden on their siblings?

Links:

https://www.cfpdtrust.org/

www.cfpdtrust.org

https://nationalplanalliance.org/programs/

https://aptrusts.org/

Elder Law Attorneys:

https://www.naela.org/

Certified Elder Law Attorneys (CELA):

https://www.americanbar.org/groups/senior_lawyers/resources/voice-of-experience/2010-2022/what-cela/

Mindy and her book: https://mindygreiling.com/

Randye and her book: https://www.randyekaye.com/

Miriam and her book: https://www.miriam-feldman.com/

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