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

Want a discount? Become a member by becoming a Basic or Premium member.

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.