This episode is a live recording* of an educational panel we held at Down Syndrome of Louisville, "Special Needs Trusts and Guardianship." This is part one, which mainly focuses on Special Needs Trusts.
The event was moderated by DSL Executive Director, Julie Torzewski. The panel of experts includes:
Richard Bush: Richard N Bush law firm, As far as an introduction, his major claim to fame is being Michael's dad...after that, he does a little legal work…
Matthew Goodin is the owner of the Goodin Law Office of Special Needs Planning. He is a Special Needs attorney who focuses his practice on special needs and general estate planning, along with Guardianship issues. Matthew has a sister, Rosie, who is a member of DSL and he coaches Special Olympics.
Dan Moyers is President of Moyers Financial Services, Inc., where he provides objective, independent financial advice on investments and insurance to individuals, trusts and small businesses. Dan is the father of Emily Moyers, age 19 and a proud member of the Boogie-Down Crew. Dan moved back to his hometown when Emily was two years old after spending 15 years on Wall Street with Citibank, an insurance company and Deutsche Bank.
Gordon Homes is a Special Care Planner, he assists families in planning for the financial future of their children or other dependents with special needs. This requires in-depth knowledge of the federal laws as they pertain to government benefit eligibility, legal documents such as special needs trusts and guardianship, as well as financial considerations for providing quality lifetime care.
If you have questions or would like to submit ideas, feedback or sponsor the pod, email us at: firstname.lastname@example.org
To learn more about Down Syndrome of Louisville or to donate visit Downsyndromeoflouisville.org
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*This was recorded in January, 2020.