Who should manage a supplemental needs trust—and what happens if you want to make a gift to a loved one now, rather than through your will?

In this episode of Into the Woods, attorney Hannah Cannon again joins host Dave Shaffer to dive deeper into supplemental needs trusts. They discuss the critical role of the trustee, how to choose the right person, and why proper administration is essential to preserve government benefits. Plus, they explain when and how you can establish a trust during your lifetime, the difference between third-party and self-settled trusts, and important estate planning steps for individuals with disabilities. The episode even touches on Hollywood—what the movie Rain Man can teach us about planning for loved ones.

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