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Podcast: Establishing a Special Needs Trust: Tips to Get Started

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Bill Frazier, Senior Vice President with SunTrust Bank, discusses steps parents can take to implement a Special Needs Trust, helping them deal with an emotional life circumstance

Caring for a child with special needs is an emotional circumstance. And dealing with the financial ramifications is a challenge, so it’s critical to break down a Special Needs Trust into its core components, says Bill Frazier, Senior Vice President with SunTrust Bank. Frazier outlines steps you can take as a parent to implement a Special Needs Trust.

This content is general in nature and does not constitute legal, tax, accounting, financial or investment advice. You are encouraged to consult with competent legal, tax, accounting, financial or investment professionals based on your specific circumstances. We do not make any warranties as to accuracy or completeness of this information, do not endorse any third-party companies, products, or services described here, and take no liability for your use of this information.

SunTrust Private Wealth Management is a marketing name used by SunTrust Banks, Inc. and the following affiliates: Banking and trust products and services are provided by SunTrust Bank. Securities, insurance (including annuities and certain life insurance products) and other investment products and services are offered by SunTrust Investment Services, Inc., a SEC registered broker/dealer and a member of the FINRA and SIPC. Other insurance products and services are offered by SunTrust Insurance Services, Inc., a licensed insurance agency. Investment advisory products registered with the SEC.

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