When to Recommend a Special Needs Trust for a Settling Client

A special needs trust is a valuable settlement tool — but may not be an available or viable option for many clients.

In this episode, Greg Maxwell discusses when it may make sense to recommend a special needs trust to a settling client. 

Contact Greg Maxwell at (801) 683-7362 or at Maxwell@AmicusPlanners.com if you have any questions about this podcast episode.

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