Special Needs Planning

In this episode of Coffee with Evergreen, Evergreen GaveKal's Tygue Howland, a member of our Business Development Team, is joined by a Partner of Palladio Consulting, Connor Kavanaugh, to discuss financial planning when someone has a child with special needs.

Some topics they cover:

  • When meeting new families, what is the process to determine the resources available to individual families?
  • What are the benefits that could be utilized for these families?
  • What is a special needs trust, and when should it be used?