Monday Practice Boosters are free to our Basic and Premium members and are automatically sent out on a weekly basis to them.
- There are many situations where it makes a lot of sense to leave a qualified plan to a 3rd party special needs trusts.
- Many beneficiaries have disbursements made that are deductible as medical expenses
- The beneficiary often is in the lowest tax bracket in the family
- The special needs trust will qualify as a qualified disability trust with it’s own exemption
(Purchase of this product will include the video presentation, the audio presentation, a pdf copy of the presentation, and a pdf copy of the Practice Booster tool.)
Presented by Stephen Dale, Esq.