# Medicaid Payback

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Working Together: ABLE Accounts & Special Needs Trusts with Matt Syverson

The definition of synergy is two things put together, having an effect greater than the sum of the parts.  Synergy can play a beneficial role in family finances. A case in point is an ABLE account working together with a special needs trust for a person with disabilities. Matt Syverson joins us tod…

Achieving a better life Experience. W/ Ashley Melero

Money planning can get complicated fast when disability benefits are involved, so we brought in someone who truly understands how the system works. In this episode, we’re joined by Ashley Melero from The Arc of Texas for a clear, grounded conversation about ABLE accounts and Special Needs Trusts,…

What You Need to Know about ABLE Accounts | Queer Money Ep. 548

What are ABLE accounts and how can they help disabled folks save money? On episode 548 of the Queer Money Podcast, hosts John and David welcome back Brynn Conroy, founder of Femme Frugality and Disability Finance. They discuss the challenges Americans face in qualifying for social security disabili…

Understanding ABLE Accounts

Folks struggling to care for family members with serious disabilities have a powerful tool to help with expenses. It’s called the ABLE account—an acronym for Achieving a Better Life Experience. On today's Faith & Finance Live, host Rob West will welcome Matt Syverson to share everything you need to…

A Parents’ Guide to Special Needs Estate Planning

In this episode, Jill welcomes Kristen Lewis, a nationally recognized special needs estate planning attorney, to unpack the critical legal and financial steps families should take to secure the future of a loved one with special needs. They explore common misconceptions, how traditional estate plan…

Do You Need a Special Needs Trust?

So many of us have a loved one that may have special needs, a disability. Maybe a spouse has just been diagnosed with dementia and needs care, and they're afraid of losing their house or their money. If you're in that situation, or maybe your parents are, or a child that has special needs, this epi…

Ep. 6: What is Medicaid Payback, Who It Affects, and How to Protect Your Assets

If you’re a person with a disability, a caregiver, or a family member navigating complex benefits, you already know that the financial side of disability services can feel overwhelming. In this episode, we’re diving into a topic that’s incredibly important—but often misunderstood—and that is Medica…

Financial Planning Funding Your Neurodivergent Child's Future

How do we place a hedge of protection around our neurodivergent children by funding their future? Doctor Heather Holleman, Coach Steve Gundy and special guest and financial expert, Amy Masters, provide an answer to that question. 2:30 Four reasons why I want to set up a special needs trust 14:40…

New York Special Needs Trusts Lawyer - Christine Matus

From Matus Law Group – New York Special Needs Trusts Lawyer explores how families in New York can secure long-term care and stability for loved ones with disabilities through the strategic use of special needs trusts. This episode breaks down the distinctions between third-party and self-settled tr…

Advantages & Disadvantages of a Special Needs Trust in Georgia - Trace Brooks

From Trace Brooks Law – In this episode, we delve into the nuances of special needs trusts as outlined in the article 'Advantages & Disadvantages of a Special Needs Trust in Georgia'. Special needs trusts (SNTs) play a crucial role in supporting individuals with disabilities while safeguarding thei…