Monday Practice Booster – May 6 – Taxation of a 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.

My focus will be:

  • on the advantages of using a special needs trust to create a team to advise and manage a special needs trust
  • how that team can work together to not only maintain public benefits; but also get a good tax result
  • how team planning can also help enhance your practice

(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.

Description

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

My focus will be:

  • on the advantages of using a special needs trust to create a team to advise and manage a special needs trust
  • how that team can work together to not only maintain public benefits; but also get a good tax result
  • how team planning can also help enhance your practice

(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.