Special Needs Trusts w/ Attorney Matt Bogin

Feb 15, 10:00 AM
Web: https://boginlaw.com/  |  Email: matthew.bogin@boginlaw.com
Phone: 301-656-1755 | Licensed in MD/DC/VA

Eric Jorgensen talks with Attorney Matthew Bogin about a Special Needs Trust.  Learn all about what it is, the difference between a 1st and 3rd Party, and who should have one.

Nothing in this video is meant to be legal advice, we are unable to speak to any individual's particular circumstances. We encourage you to seek your own legal counsel should you have additional questions. Matt practices law in MD, DC & VA; some of what he mentioned in this video may not be applicable in your State.

Final thoughts (Eric's) - picking an attorney shouldn't be solely based on cost. Make sure you are working with someone you trust, and who you feel is listening to you. In my opinion, it's their job to challenge you, ask you questions you haven't considered. But they should do so respectively. When looking for an attorney I (Eric) suggest looking for someone who has a LOT of experience with Special Needs and/or Elder Law. Below are two websites to help you find an attorney near you (nationally):



For more information about Special Needs Navigator you can find us here:

Schedule your free consult: https://meetings.hubspot.com/eric1021

Web: https://www.specialneedsnavigator.us/

Blog - https://ejorgensenwordpresscom.wordpress.com

Facebook: @SpecNeedsNav

Twitter: @NeedsNavigator

Resource store (free downloads too) - https://www.teacherspayteachers.com/Sellers-Im-Following/Add/Special-Needs-Navigator