In this episode of Coffee with Evergreen, Evergreen GaveKal's Tygue Howland, a member of our Business Development Team, is joined by a Partner of Palladio Consulting, Connor Kavanaugh, to discuss financial planning when someone has a child with special needs.

Some topics they cover:

• When meeting new families, what is the process to determine the resources available to individual families?
• What are the benefits that could be utilized for these families?
• What is a special needs trust, and when should it be used?

As always, thank you for listening! This episode was recorded on October 7, 2022.