I Know a Lawyer
I Know a Lawyer
McKenna Brink Signorotti LLP
Special Needs Trusts, with Elijah Keyes
23 minutes Posted Sep 18, 2020 at 3:26 pm.
The difference between 1st party and 3rd party special needs trusts.
California's ability to make an estate recovery claim against 1st party trusts.
The benefit of having both 1st party and 3rd party trusts.
What a trustee can and can't do.
Pitfalls.
Special needs trusts for persons with addiction problems.
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23:16
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Show notes
Curious about how Special Needs Trusts work in California? Or about the difference between a 1st party SNT and a 3rd party SNT? On this week's episode of I Know a Lawyer, I discuss Special Needs Trusts with Elijah Keyes of Keyes Law Group. Elijah is a Certified Legal Specialist in Estate Planning and has extensive experience and knowledge in Special Needs Trusts. In the episode, we discuss:
The difference between 1st party and 3rd party special needs trusts. (
01:30)
California's ability to make an estate recovery claim against 1st party trusts. (
05:01)
The benefit of having both 1st party and 3rd party trusts. (
09:44)
What a trustee can and can't do. (
12:30)
Pitfalls. (
16:28)
Special needs trusts for persons with addiction problems. (
19:37)
Thank you to Elijah for joining me. I learned a great deal more about special needs trusts and I hope the listener did as well. Contact Elijah Keyes at 408-444-7019 or find him at his website: keyeslawgroup.com if you have questions about special needs trust. 
This podcast is brought to you by McKenna Brink Signorotti LLP. 
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