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Episode Summary: In this episode of *Off the Record* Rhett Burney discusses the importance of special needs trusts in protecting benefits for individuals with disabilities. Rhett shares insights on how these trusts safeguard eligibility for programs like Medicaid and Social Security while allowing families to provide long-term support. Learn about the risks of leaving money directly to a child with special needs and the real-life impact of inadequate estate planning on beneficiaries. Key Timestamps: 00:00 – Introduction 01:12 – Discussion on determining eligibility for government benefits 03:45 – Role and importance of special needs trusts 06:20 – Protecting eligibility for programs like Medicaid and Social Security 08:40 – Risks of leaving money directly to a child with disabilities 11:15 – Impact of inadequate estate planning on beneficiaries 13:30 – Qualities to look for in a trustee for special needs trusts 15:45 – Importance of early planning for lifelong support 18:10 – Closing remarks and call to action About the Show: *Off the Record* is a legal podcast hosted by Rhett Burney, offering valuable insights and guidance on estate planning, family law, and more. Join Rhett as he shares his expertise in helping families navigate legal challenges and plan for the future with confidence.
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