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Planning for a Lifetime of Care: Special Needs Planning Essentials

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Manage episode 511294973 series 3686235
Content provided by Berkley Oliver PLLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Berkley Oliver PLLC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Legally Speaking with Josh Berkley and Amy Oliver

🎙️ 3. “Planning for a Lifetime of Care: Special Needs Planning Essentials”

Focus on how to legally and financially support a loved one with special needs. Discuss special needs trusts, government benefit preservation, choosing guardians, and why traditional estate plans often fall short for these families.

www.berkleyoliverlaw.com

This is for informational purposes only.

Contact Berkley Oliver:

Phone: 502-205-9005

email:[email protected]

#LS 2025-03 is a video and audio production of Mannvoice.

Youtube video version: https://youtu.be/AyMStcyhbYs

  continue reading

3 episodes

Artwork
iconShare
 
Manage episode 511294973 series 3686235
Content provided by Berkley Oliver PLLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Berkley Oliver PLLC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Legally Speaking with Josh Berkley and Amy Oliver

🎙️ 3. “Planning for a Lifetime of Care: Special Needs Planning Essentials”

Focus on how to legally and financially support a loved one with special needs. Discuss special needs trusts, government benefit preservation, choosing guardians, and why traditional estate plans often fall short for these families.

www.berkleyoliverlaw.com

This is for informational purposes only.

Contact Berkley Oliver:

Phone: 502-205-9005

email:[email protected]

#LS 2025-03 is a video and audio production of Mannvoice.

Youtube video version: https://youtu.be/AyMStcyhbYs

  continue reading

3 episodes

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