EPISODE · Feb 8, 2023 · 28 MIN
What Is A Special Needs Trust? Ft. Lisa S. Golshani - Episode 4
from The Probate Realtor Show · host Matias Baker Masucci
🎙️Episode 4: What Is A Special Needs Trust? Ft. Lisa S. Golshani 👨💼Guest Bio: Attorney Lisa Golshani practices in the area of trust and estate planning, to include Children’s Protection Planning and Special Needs Trusts. She focuses on simplifying an often complex legal process in order to create a comprehensive estate plan that reflects her clients’ personal and financial goals. It is her passion to help families plan, protect, and preserve their family, their wealth, and their legacy. As such, she takes the time to get to know her clients, educate them, answer their personal questions, address those issues that may be of particular concern to them, and provide them the peace of mind knowing that their plan will work should it ever be needed. Find out all about special needs trusts on this episode of the Probate Realtor Show! #TheProbateRealtorShow #probaterealtor #losangelesprobaterealestateagent 🗣️Notable Quotes: "When setting up a special needs trust, we need to make sure this money is going to last throughout the person's lifetime." 📇Connecting with Lisa: LinkedIn: https://www.linkedin.com/company/law-offices-of-lisa-s-golshani-aplc/ Facebook: https://www.facebook.com/profile.php?id=100061948036690 Instagram: @lisagolshani Twitter: @Golshanilaw Website: http://www.golshanilaw.com 🎙️Connecting with ✨Probate Realtor Show and Matias Baker YouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ Facebook: https://www.facebook.com/matiasbakermasucci Instagram: @matiasbroker LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/ Website: https://everyla.com/
What this episode covers
🎙️Episode 4: What Is A Special Needs Trust? Ft. Lisa S. Golshani 👨💼Guest Bio: Attorney Lisa Golshani practices in the area of trust and estate planning, to include Children’s Protection Planning and Special Needs Trusts. She focuses on simplifying an often complex legal process in order to create a comprehensive estate plan that reflects her clients’ personal and financial goals. It is her passion to help families plan, protect, and preserve their family, their wealth, and their legacy. As such, she takes the time to get to know her clients, educate them, answer their personal questions, address those issues that may be of particular concern to them, and provide them the peace of mind knowing that their plan will work should it ever be needed. Find out all about special needs trusts on this episode of the Probate Realtor Show! #TheProbateRealtorShow #probaterealtor #losangelesprobaterealestateagent 🗣️Notable Quotes: "When setting up a special needs trust, we need to make sure this money is going to last throughout the person's lifetime." 📇Connecting with Lisa: LinkedIn: https://www.linkedin.com/company/law-offices-of-lisa-s-golshani-aplc/ Facebook: https://www.facebook.com/profile.php?id=100061948036690 Instagram: @lisagolshani Twitter: @Golshanilaw Website: http://www.golshanilaw.com 🎙️Connecting with ✨Probate Realtor Show and Matias Baker YouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ Facebook: https://www.facebook.com/matiasbakermasucci Instagram: @matiasbroker LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/ Website: https://everyla.com/
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What Is A Special Needs Trust? Ft. Lisa S. Golshani - Episode 4
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