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Summary of Video
How to Protect Your Special Needs Child with a Trust | Torchlight Tax Planning for your special needs child’s future is essential—especially when you’re no longer able to care for them. A Special Needs Trust can preserve critical government benefits like Supplemental Security Income (SSI) and Medicaid while still providing funds for therapies, education, caregiving, recreation, and more. In this video, Attorney Jim Daloisio, Director of Legal Services at Torchlight Tax, explains:
- What a Special Needs Trust is and how it works
- How to avoid disqualifying your child from means-tested benefits
- The differences between first-party, third-party, and pooled Special Needs Trusts
- How to use irrevocable and revocable trusts together for stronger asset protection
- Key steps in selecting trustees, protecting assets, and long-term planning.
There is also a discussion of using Living Irrevocable Trusts to shield your assets from lawsuits during your lifetime while maintaining control. For more insights, visit our Trusts and Asset Protection Playlist and explore additional videos on our YouTube channel.
To schedule a free consultation, call 877-758-7797 or email info@torchlighttax.com. Like, share, and subscribe to stay informed on legal and financial solutions for your family’s future.
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