Protecting and Maintaining a Special Needs Trust

Paul invites PWI advisor and Chartered Special Needs Consultant® (ChSNC®) Chad Henson to the show to talk about how to create a plan to support children who struggle with independence. Today, Chad talks about how special needs children are often targeted by people who want access to any money they have, and how protecting and maintaining a special needs trust is usually a team effort. Listen along to hear these advisors talk about teaching your children how to have strong financial boundaries and whether or not your special needs child should be the trustee. If you’re looking for help caring for your family, it’s important to talk to someone who is qualified to help you.

 

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