Suze Orman's Women & Money (And Everyone Smart Enough To Listen) cover image

Suze School: Highlights from Understanding Trusts

Suze Orman's Women & Money (And Everyone Smart Enough To Listen)

CHAPTER

Understanding the Significance of Special Needs Trusts for Beneficiaries of Government Programs

Exploring the significance of special needs trusts for individuals dependent on government aid such as Medicaid and SSI, clarifying how such trusts can safeguard assets to support the beneficiary while preserving eligibility for these programs. The chapter delves into the trustee's responsibilities, diverse special needs trust categories, and their applicability for different expenditures.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner