It takes a team composed of financial, social, legal, tax, and fiduciary professionals to advise and manage all the aspects of administration of a special needs trust to fulfill the needs of the beneficiary. In addition to taxation and exemptions of these trusts, Steve will discuss important considerations regarding distribution plans, benefits income versus taxable income, compliance issues, and some basic fundamentals. Join us to learn how the advisory team can work together to not only maintain public benefits and get good tax results, but also enhance your practice.
(Purchase of this product will include a Video recording, an Audio recording, a PDF of the Presentation, and additional handouts.)
Presented by Stephen Dale, Esq.