Special Needs Trusts can be a great vehicle to provide for the needs of a person with a disability. It can also be an effective tax planning vehicle. Steve, Herb, and Pete will share the importance of maintaining a planning and administrative team to effectively serve clients who have loved ones with disabilities. Understand how you, the trusted advisor, can secure your seat at the table for generations to come.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF of the Presentation.)
Presented by Stephen Dale, Esq., Herb Thomas, CLFP, and Pete Wall, Director