Special Needs Trusts – Total Financial Solutions Safer Money Hour – August 8, 2017
Special Needs Trust – Total Financial Safer Money Hour – August 08, 2017
Hosts: Arif Halaby & Jeff Girard
Topic: Special Needs Trust
Guest: Lisa S. Golshani, Attorney at Law
On this episode of Total Financial Solutions Safer Money Hour, Hosts Arif Halaby and Jeff Girard discuss living trusts, specifically Special Needs Trust and how it works. Arif and Jeff also welcome guest, attorney Lisa S. Golshani, who specializes in the area of these trusts.
“It’s like creating a private social service system for the benefit of your loved one … while still preserving their needs-based public benefit.” – Lisa Golshani on Special Needs Trust
Special needs trusts are valuable for several reasons. People with disabilities will receive a certain amount from the government in supplemental security income, but often still needs to be subsizidized in some other ways so a child is fully taken care of. Special needs trusts don’t limit the amount of benefit from the gov’t, so a child’s inheritance can be set up.
Total Financial Solutions offers assistance with preparing for retirement and financial planning in Santa Clarita and the surrounding valleys. Santa Clarita financial advisor Arif M. Halaby, a Certified Estate Planner, and Total Financial Solutions staff work with people of all ages, helping them protect, grow and preserve their assets through an individualized approach. Arif Halaby is also the host of “Total Financial Solutions Safer Money Hour” on KHTS AM-1220. Launched in 2004, the show offers listeners from Santa Clarita financial planning tips and guidance for dealing with today’s ever-changing financial needs.