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Expanding Your Practice with Special Needs Trusts
Manage episode 459428445 series 3556882
Treść dostarczona przez Todd Whatley. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Todd Whatley lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.
In this episode, we explore the vital role of special needs trusts in elder law, discussing their importance for families and how attorneys can incorporate them into their practices. With practical marketing strategies and insights, listeners learn how to serve this unique community effectively.
• Understanding the significance of special needs trusts
• Navigating client needs in the realm of elder law
• The impact of financial advisors and CPAs on trust planning
• Effective marketing strategies for reaching families in need
• The advantages of creating dedicated special needs trusts
• Legal considerations regarding congressional changes and trust regulations
• Strengthening professional relationships within the community
If you are interested in coaching, please visit www.theelderlawcoach.com for more information.
Check out our new website www.TheElderLawCoach.com.
Rozdziały
1. Expanding Your Practice with Special Needs Trusts (00:00:00)
2. Special Needs Trust Importance and Marketing (00:00:19)
3. Benefits of Freestanding Special Needs Trust (00:12:01)
4. Elder Law Coaching Program Invitation (00:24:28)
50 odcinków
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