Videos | Wealthspire

Navigating Special Needs Planning: Episode 2

Written by Mike Delgass | Jul 11, 2025, 9:00:00 AM

In this episode, host Mike Delgass is joined by Heather Flanagan and Rich Yam to discuss how families can support a loved one financially without putting benefits like Medicaid at risk. They cover:

  • Why benefit-friendly planning matters
  • How to approach gifts from family members
  • Tools like special needs trusts and ABLE accounts

Whether you're just getting started or looking to refine your strategy, this conversation offers helpful insights and practical next steps.