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Sherri Lund에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Sherri Lund 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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How to Approach Special Needs Estate Planning Through Wills, Trusts, and Guardianships

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Manage episode 378942595 series 3484634
Sherri Lund에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Sherri Lund 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Join us in Episode 16 of the Probate Podcast as estate planning attorney Carly Maderer shares her expertise on special needs trusts, guardianship designations, and ensuring inheritance doesn’t disqualify a beneficiary from benefits like SSDI and SSI.

Watch on YouTube:
https://youtu.be/qoTI8xp5At0

What You'll Learn:
-The resources and community support provided by the Dup15Q Alliance.
-How special needs trusts, SSI, and Medicaid intersect.
-The estate planning process for beneficiaries with special needs and disabilities.
-Considerations when appointing a guardian for someone with special needs.
-Strategies for avoiding probate issues for special needs family members.
-Tips for initiating the estate planning conversation with family members
-Steps to reclaim benefits when a trust wasn't initially established.
Timestamps
0:00 Introducing Carly Maderer - Special Needs Estate Planning Expert
13:41 Dup15Q Diagnosis and the link with Autism
15:10 The Dup15Q alliance and community support resources
16:47 Special Needs Estate Planning 101
20:03 Special needs trusts, SSI and Medicaid
24:51 The estate planning process for beneficiaries with special needs and disabilities
27:51 What is the point of a corporate trustee?
30:59 Choosing who to appoint as guardian for someone with special needs
33:13 Avoiding probate issues for a special needs family member
36:10 How to start the estate planning conversation
43:27 Getting benefits back when there wasn't a trust
ABOUT CARLY:
Carly Maderer, a seasoned business and estate planning attorney based in northwest Houston, Texas, brings a wealth of experience to the field. Carly co-founded Tyler and Maderer, PLLC in 2015, a comprehensive disability law firm specializing in Supplemental Security Income (SSI), Social Security Disability Insurance (SSDI), guardianship, estate planning, special needs trusts, and Medicaid planning. Carly's dedication to this area of law was inspired by her personal journey navigating her daughter Kennedy’s Isodicentric Dup15q diagnosis. Today, she is committed to making special needs planning a part of more wills, trusts, and guardianships with a primary goal of helping families protect the SSDI benefits their loved ones are entitled to.
Connect with CARLY
Email: Carly@tmlegalgroup.com
Website: https://tylermaderer.com
Tyler & Maderer Phone Number: 832-761-7773

Connect with Sherri Lund and learn more about probate real estate, downsizing, and caregiver support on


Disclosure: The information shared on The Probate Podcast is for educational and informational purposes only and does not constitute legal or financial advice. We strongly recommend consulting with a professional for advice specific to your situation. If you need help finding a professional, feel free to reach out to us at www.willowwoodsolutions.com/contact.
Please consider kindly rating this show so others can find it!

  continue reading

36 에피소드

Artwork
icon공유
 
Manage episode 378942595 series 3484634
Sherri Lund에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Sherri Lund 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Join us in Episode 16 of the Probate Podcast as estate planning attorney Carly Maderer shares her expertise on special needs trusts, guardianship designations, and ensuring inheritance doesn’t disqualify a beneficiary from benefits like SSDI and SSI.

Watch on YouTube:
https://youtu.be/qoTI8xp5At0

What You'll Learn:
-The resources and community support provided by the Dup15Q Alliance.
-How special needs trusts, SSI, and Medicaid intersect.
-The estate planning process for beneficiaries with special needs and disabilities.
-Considerations when appointing a guardian for someone with special needs.
-Strategies for avoiding probate issues for special needs family members.
-Tips for initiating the estate planning conversation with family members
-Steps to reclaim benefits when a trust wasn't initially established.
Timestamps
0:00 Introducing Carly Maderer - Special Needs Estate Planning Expert
13:41 Dup15Q Diagnosis and the link with Autism
15:10 The Dup15Q alliance and community support resources
16:47 Special Needs Estate Planning 101
20:03 Special needs trusts, SSI and Medicaid
24:51 The estate planning process for beneficiaries with special needs and disabilities
27:51 What is the point of a corporate trustee?
30:59 Choosing who to appoint as guardian for someone with special needs
33:13 Avoiding probate issues for a special needs family member
36:10 How to start the estate planning conversation
43:27 Getting benefits back when there wasn't a trust
ABOUT CARLY:
Carly Maderer, a seasoned business and estate planning attorney based in northwest Houston, Texas, brings a wealth of experience to the field. Carly co-founded Tyler and Maderer, PLLC in 2015, a comprehensive disability law firm specializing in Supplemental Security Income (SSI), Social Security Disability Insurance (SSDI), guardianship, estate planning, special needs trusts, and Medicaid planning. Carly's dedication to this area of law was inspired by her personal journey navigating her daughter Kennedy’s Isodicentric Dup15q diagnosis. Today, she is committed to making special needs planning a part of more wills, trusts, and guardianships with a primary goal of helping families protect the SSDI benefits their loved ones are entitled to.
Connect with CARLY
Email: Carly@tmlegalgroup.com
Website: https://tylermaderer.com
Tyler & Maderer Phone Number: 832-761-7773

Connect with Sherri Lund and learn more about probate real estate, downsizing, and caregiver support on


Disclosure: The information shared on The Probate Podcast is for educational and informational purposes only and does not constitute legal or financial advice. We strongly recommend consulting with a professional for advice specific to your situation. If you need help finding a professional, feel free to reach out to us at www.willowwoodsolutions.com/contact.
Please consider kindly rating this show so others can find it!

  continue reading

36 에피소드

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