Episode Summary:

In this episode of “Leaving a Legacy,” host Kevin Rosenquist and estate planning attorney Rose Harper discuss the crucial aspects of special needs planning. They explore the importance of special needs trusts, protecting government benefits, and choosing trustees for vulnerable loved ones. Rose provides valuable insights on how proper estate planning can ensure continued care and support for family members with special needs.

Key Timestamps:

00:01 – Show introduction

00:44 – Why estate planning is essential for families with special needs members

02:29 – Explanation of special needs trusts and their value

04:08 – Risks of leaving money directly to persons with special needs

05:57 – How special needs trusts preserve government benefits eligibility

06:55 – Factors to consider when choosing a trustee

08:49 – Discussion of care memos and letters of intent

10:50 – Navigating the emotional aspects of special needs planning

12:08 – Different approaches to establishing special needs trusts

About the Show:

“Leaving a Legacy: Navigating Estate Planning with Rose Harper Law” is a podcast dedicated to helping families understand and navigate the complexities of estate planning. Hosted by Kevin Rosenquist and featuring estate planning expert Rose Harper, the show provides practical advice and insights for protecting your family’s future.