Navigating the Complexities of Guardianship and Special Needs Trusts with James Ballard
Description
In this episode, the moms welcome James Ballard, J.D., Vice President and Private Client Advisor at Commerce Trust. James addresses a range of questions related to guardianship, such as the legal process, financial implications, and the role of a guardian and also touches on Special Needs Trusts. Guardianship and Special Needs Trusts are complicated and multifaceted. James helps us parse out all the details to give the moms and listeners some clarity on these important processes. We are grateful for your support and excited to share this informative episode with you! Thank you for listening in and connecting with us!
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