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Videos

Special Needs Trust Attorney Interview
45:31
Special Needs Trust Attorney Interview
Join Brian Cotroneo (Special Needs Planner) and Mark Moss (Attorney) as they discuss the ins and outs of building, funding, and maintaining Special Needs Trusts.
Florida Medicaid Waiver (Medwaiver) Specialist Interview
41:01
Florida Medicaid Waiver (Medwaiver) Specialist Interview
Join Brian Cotroneo (Special Needs Planner) and Scarlett Kibbey (Benefits Advocate) as they discuss the nuances of the Florida Medicaid Waiver (Medwaiver) program.
4 Things to do before a Special Needs Trust - #1 Lifetime Cost of Care Estimate
01:57
4 Things to do before a Special Needs Trust - #1 Lifetime Cost of Care Estimate
4 Things to do before Special Needs Trust - #2 Contingent Trustee
01:38
4 Things to do before Special Needs Trust - #2 Contingent Trustee
#2 of 4 things you should do before creating a special needs trust - identify your contingent trustee!
Planning with Purpose

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