Estate Planning For Families With Special Needs Children With Tom Sannicandro

Show Notes

[02:54] Tom’s Journey – Tom shares why he switched his legal practice from corporate law to disability law.  

[11:48] Asset Protection – Tom shares his perspective on asset protection related to individuals with disabilities. 

[18:16] Finding a Trustee – Appointing a trustee for a special needs trust entails a great deal of confidence. Tom stresses the importance of selecting a suitable person to manage the trust. 

[21:40] Special Needs Trust – Tom shares how he assists his clients, and what the process for setting up a special needs trust through his website looks like.  

[36:08] ABLE Account – Tom discusses the functionality of an ABLE account.  

[11:25] Letter of Intent – Tom and Grant discuss the purpose of a Letter of Intent. 

[14:09] Medical Support vs. Financial Support – Tom shares his perspective on having an individual assisting with medical decisions simultaneously serving as the trustee.  

[16:57] Future Work – Tom shares his future goals, and how he intends to continue serving his clients. 

Resources