Special Needs Planning

from Evergreen Exchange · host Evergreen Gavekal

In this episode of Coffee with Evergreen, Evergreen GaveKal's Tygue Howland, a member of our Business Development Team, is joined by a Partner of Palladio Consulting, Connor Kavanaugh, to discuss financial planning when someone has a child with special needs. Some topics they cover: When meeting new families, what is the process to determine the resources available to individual families? What are the benefits that could be utilized for these families? What is a special needs trust, and when should it be used? As always, thank you for listening! This episode was recorded on October 7, 2022.

Episode metadata supplied by the publisher feed · Published Oct 12, 2022

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Special Needs Planning

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