Planning for Their Future: Special Needs Trusts
Who will make sure your child with special needs or mental health challenges — even as an adult — is cared for when you no longer can? In this episode of This Way Up, Andrea sits down with Sara Ecklein, a fiduciary specializing in special needs trusts, to tackle this critical question. They unpack what a special needs trust is, why it's essential for securing a stable future, and how it can protect both care and financial support, no matter your child’s age. Sarah also shares what it’s like m...
Who will make sure your child with special needs or mental health challenges — even as an adult — is cared for when you no longer can? In this episode of This Way Up , Andrea sits down with Sara Ecklein, a fiduciary specializing in special needs trusts, to tackle this critical question. They unpack what a special needs trust is, why it's essential for securing a stable future, and how it can protect both care and financial support, no matter your child’s age. Sarah also shares what it’s like managing the maze of public benefits and why building a trusted team is key. Whether you're just starting to plan or already deep in advocacy for your child’s mental health or special needs, this conversation offers real-world advice, fresh insights, and peace of mind for the road ahead.
BIO
Sara Ecklein is a California Licensed Professional Fiduciary, a Certified National Guardian, and the founder of Trust & Honor, a Mindful Fiduciary Agency. Her path to fiduciary work was deeply influenced by personal experiences with loss and end-of-life care. After witnessing a loved one's final days, Sara felt a strong calling to provide healing and calm during the end of life transition.
Since 2014, she has dedicated to the private professional fiduciary profession, serving senior and disabled populations, specializing in end-of-life care, proactive planning, navigating complex family dynamics, Special Needs Trust administration and managing public benefits.
As the host of The Legacy of Love podcast, Sara shares valuable insights on trust administration and end-of-life care, featuring expert interviews and personal stories to help listeners create a meaningful legacy.
Sara lives in Silicon Valley with her husband and their young daughter.
Links to share:
LinkedIN: www.linkedin.com/in/sara-ecklein-clpf-97460687
Legacy of Love Podcast: https://www.buzzsprout.com/2378190/15381267
Online: https://www.trustandhonor.co
Disclaimer: The information provided in this podcast is for educational and informational purposes only and should not be considered as professional advice. Listeners are encouraged to seek guidance from qualified professionals for their specific situations.
