Episode 60 – Special Needs Trusts: Turning Overwhelm into Action

Guest: Jeff Llewellyn, Private Client Advisor and Principal at Rockwood Wealth Management

In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with Jeff Llewellyn – Private Client Advisor and Principal at Rockwood Wealth Management – for an important conversation on Special Needs Trusts and the highly specialized planning required to support individuals with disabilities and their families.

Drawing on both his professional experience and personal journey, Jeff shares how he built a practice focused on helping families move from overwhelm to action by taking one secure step at a time. David and Jeff explore first-party and third-party Special Needs Trusts, preserving eligibility for needs-based government benefits, and the critical importance of experienced trust administration.

They also discuss selecting the right trustee and trust jurisdiction, assembling a collaborative team of experienced professionals, and the planning opportunities available under modern trust laws. Jeff closes by sharing the inspiration behind his forthcoming book and his podcast, Secured Steps, and his mission to provide families with an actionable roadmap for navigating disability planning.

Listen to this latest episode below or watch on our YouTube channel for a deeper connection to the conversation!