What Will Happen When We’re Gone? Trusts, Pooled Trusts and More-Ep. 99

Send a Text to the Moms - please include your contact info if you want a response. thanks!What Will Happen When We’re Gone? Trusts, Pooled Trusts and More-Ep. 99Guest: Megan Brand,  Colorado Fund for People with Disabilities Executive DirectorDani Page, JD (her other episodes with us are Episodes 50 and 70)In its simplest form, a Trust is a relationship, in which one person holds title to property, subject to an obligation to keep or use the property for the benefit of another..We ask:Can we use Trusts to help our loved ones with SMI - now, and after we are gone?Some of the differences between Pooled Trusts and Individual Trusts?How to evaluate Pooled Trust Organizations or other Trustees when considering who to name as trusteeHow does the Secure Act impact the ability to provide support through inherited IRA'sLanguage in trust documents to cloak our loved ones from creditors getting ahold of trust money needed to support their lives after we are dead.What can we set up now so that our loved ones will be okay after we are gone….and not to put a huge burden on their siblings?Links:https://www.cfpdtrust.org/www.cfpdtrust.org https://nationalplanalliance.org/programs/ https://aptrusts.org/Elder Law Attorneys:https://www.naela.org/Certified Elder Law Attorneys (CELA):https://www.americanbar.org/groups/senior_lawyers/resources/voice-of-experience/2010-2022/what-cela/Mindy and her book: https://mindygreiling.com/Randye and her book: https://www.randyekaye.com/Miriam and her book: https://www.miriam-feldman.com/Support the showPlease share and support the podcast so we can reach more people who need the info and support.Want to know more?Join our facebook page  Our websites:Randye KayeMindy Greiling Miriam (Mimi) Feldman