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What happens when an inheritance or a financial settlement unintentionally puts a loved one's government benefits at risk? Special needs trusts can play a critical role in protecting financial support while providing for a better quality of life.
In this episode, Zach Morris sits down with Chris Brannon of Georgia Estate & Elder Law, LLC to explain how special needs trusts work, how they help preserve SSI and Medicaid eligibility, and why planning ahead matters. They explore first-party versus third-party trusts, choosing the right trustee, pooled trusts, and how ABLE accounts fit into the picture. Whether you're caring for a family member with disabilities or updating your estate plan, this conversation offers valuable insights.
Connect with Chris Brannon: https://georgia-elderlaw.com/
Work with us: https://info.pacesferrywealth.com/learn-about-us
Download "Retirement By Design": https://www.wealthbeyondwork.com/retirement
