Special Needs Trusts: A Financial Tool to Enhance Quality of Life After SCI




Kessler Foundation Podcasts show

Summary: Welcome to this 2019 Kessler Foundation Spinal Cord Injury Grand Rounds podcast featuring Christopher Daifotis, Wealth Advisor Executive Director, Mary Beth Powers, Trust Specialist, Vice President, Henry Stifel (Panel Moderator) Wealth Advisor, Senior Vice President, all from Morgan Stanley Private Wealth Management New York, NY. Also Nancy M Guerin Special Needs Trust Manager of RBC Trust from Wilmington, Delaware and Thomas D Begley, Jr., Esquire from Begley Law Group, Moorestown, New Jersey. View the podcast transcript at https://kesslerfoundation.org/sites/default/files/2019-12/A-Financial-Tool-to-Enhance-Quality-of-Life-After-SCI_Transcript.pdf This podcast was hosted by the Northern New Jersey Spinal Cord Injury System, which is supported by a grant from the National Institute on Disability, Independent Living, and Rehabilitation Research (NIDILRR grant number 90SI5026). NIDILRR is a Center within the Administration for Community Living (ACL), Department of Health and Human Services (HHS). The presentation was recorded by Rob Gerth, Director of Communications for Kessler Foundation, and was produced and edited by Joan Banks-Smith, Creative Producer also from Kessler Foundation on Thursday, November 21, 2019 at the Kessler Institute for Rehabilitation, Conference Center, West Orange, New Jersey. Be sure and listen to all of our SCI grand rounds podcasts at soundcloud.com/kesslerfoundation/sets/spinal-cord-injury-research Listen in as Jeanne Zanca, PhD, Senior Research Scientist at Kessler Foundation welcomes our guests. Download lecture notes on “Estate Planning for Families with Special Needs Individuals” (https://kesslerfoundation.org/sites/default/files/2019-12/EstatePlanningforSpecialNeeds_20191121.pdf) and panel discussion “Special Needs Trusts: A Financial Tool to Enhance Quality of Life After SCI” (https://kesslerfoundation.org/sites/default/files/2019-12/Special%20Needs%20Trusts%20-%20General%20Planning%20Principles.pdf) For more information about Kessler Foundation and our researchers, go to www.KesslerFoundation.org Follow us on Facebook, Twitter, and Instagram. Listen to us on Apple Podcasts, Spotify, SoundCloud, or wherever you get your podcasts.