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Ep. 43 Expanding Your Practice with Special Needs Trusts
Manage episode 459428445 series 3556882
A tartalmat a Todd Whatley biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Todd Whatley vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
In this episode, we explore the vital role of special needs trusts in elder law, discussing their importance for families and how attorneys can incorporate them into their practices. With practical marketing strategies and insights, listeners learn how to serve this unique community effectively.
• Understanding the significance of special needs trusts
• Navigating client needs in the realm of elder law
• The impact of financial advisors and CPAs on trust planning
• Effective marketing strategies for reaching families in need
• The advantages of creating dedicated special needs trusts
• Legal considerations regarding congressional changes and trust regulations
• Strengthening professional relationships within the community
If you are interested in coaching, please visit www.theelderlawcoach.com for more information.
Check out our new website www.TheElderLawCoach.com.
Fejezetek
1. Ep. 43 Expanding Your Practice with Special Needs Trusts (00:00:00)
2. Special Needs Trust Importance and Marketing (00:00:19)
3. Benefits of Freestanding Special Needs Trust (00:12:01)
4. Elder Law Coaching Program Invitation (00:24:28)
52 epizódok
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