331 \\ The Trust Playbook for Protecting Vulnerable Loved Ones (Most CPAs Skip This) (Trust Tax Playbook Series: Part 3)

This episode breaks down the advanced trust tools wealthy families use to protect their money, their values, and their loved ones. You’ll learn how dynasty trusts help wealth last for generations, how special needs trusts support vulnerable family members, and how spendthrift rules keep inheritances safe from divorce, lawsuits, and bad decisions. We explain these ideas in simple language and tie them to real money decisions, smart strategies, and long-term wealth planning. You’ll see how these trusts work from a tax angle and why you need both a tax pro and an estate attorney to set them up the right way. Listen now so you can protect your legacy and keep more of what you’ve built.

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