Gina Nelson

Gina Nelson, Senior Vice President at Chilton Trust Company and an estate planning attorney, dives into the intricacies of special needs trusts. She emphasizes how these trusts can preserve government benefits while providing additional support for individuals with disabilities. Discussion points include the importance of tailored trust planning, the risks of boilerplate solutions, and the need for flexibility in trust documents. Gina also highlights when to initiate special needs planning and the critical role of knowledgeable trustees in managing these trusts.