Monday Practice Booster – June 10 – Designating a Qualified Plan to 3rd Party Special Needs Trust

$25.00

Monday Practice Boosters are free to our Basic and Premium members and are automatically sent out on a weekly basis to them.

  • Your Business Development efforts must work for you and be consistent with your brand
  • Effective referral relationships are worth every effort to build
  • Expect your day-to-day work to get in the way. What will you do to stay the course?

(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 Jeff Kates, The Founders Group

Description

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.