August 05, 2025
PODCASTEpisode 9 – Planning for Loved Ones with Disabilities: Supplemental Needs Trusts (Part 1)
Leaving an inheritance to a loved one with a disability can unintentionally disqualify them from critical government benefits—unless you plan ahead.
In this episode of Into the Woods, attorney Hannah Cannon joins host Dave Shaffer to explore supplemental needs trusts (SNTs), a vital tool for ensuring your loved one’s financial security without jeopardizing eligibility for means-tested benefits like Medicaid. Learn what an SNT is, what it can pay for, and why simply “leaving money to someone else and asking them to take care of it” can lead to serious problems. Hannah and Dave also share real-life stories, including a cautionary court case, to illustrate why proper planning matters.