The Fed15 Podcast: Special Needs Planning & Executive Orders Impacting Federal Employees

Dan provides a comprehensive overview of special needs trust planning, specifically tailored for federal families. He discusses supplemental social insurance, outlining the eligibility criteria and how Medicaid fits into the picture. He then delves into the three primary types of special needs trusts, explaining their purposes, functionalities, and potential implications. Dan stresses the critical importance of consulting with experts, such as attorneys and CPAs, particularly when dealing with complex tax or eligibility concerns.

Katelyn covers the five key executive orders recently issued. She explains the mandate for a return to in-person work, the overhaul of the federal hiring process, the hiring freeze, policy influencing positions, and career senior executives. Katelyn provides an in-depth analysis of what these executive orders entail and explores the potential implications they may have on federal policies and operations.