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Explore valuable perspectives from our team, featuring articles by Dianne Nolin CFP®, CDFA® Cecile Hult CFP®, CDFA® Eric Ashburn CFP®, CEPA®, CDFA®, CeFT® Joe Gallemore CIMA® CExP™ Jamie S. Blum CPA, CDFA® Alyce Phinney CDFA® Emily Pelletier CGSP® Rasha Bitar CFF®, CGSP® Sierra Lawrence CGSP®  Brett Colbert Maggie Shipley Kayla Hufker

Espresso Shots – Special Needs Trusts with Elizabeth Gray, Elder & Special Needs Law Attorney

Special needs trusts can be a useful and lifesaving option to caring for a loved one with special needs. In our latest Espresso Shot, Cecile Hult, CFP®, CDFA® Partners & Private Wealth Advisor at Argent Bridge Advisors, sits down with expert attorney, Elizabeth Gray of McCandlish Lillard, to discuss the ins-and-outs of special needs trusts – what they are and their importance, what the funds can be used for beyond basic needs, navigating family challenges, and other considerations.

*Guest speakers are not registered through or affiliated through Triad Advisors

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