estate-planning

20-Minute Practice Booster – Nov 16 – Designating a Qualified Plan to 3rd Party Special Needs Trust

$25.00

20-Minute 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.

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

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Description

20-Minute 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.

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