Special Needs Trusts

February 20, 2016

Special Needs Trusts

What are special needs trusts? Why would someone need one? What are the best practices for establishing one? Special guest Jan Lord, an estate planning attorney specializing in elder law, joins Jim, Chris and Peter to discuss special needs trusts and estate planning considerations when a special needs child is involved.

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Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

Jim Saulnier, Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: CO, IA, IN, MA, NY, TN, TX, WI and WY. No offers may be made to or accepted from any resident outside the specific states mentioned. Jim Saulnier, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning services offered through Jim Saulnier and Associates, LLC., a Registered Investment Advisor. Cambridge and Jim Saulnier & Associates, LLC are not affiliated.