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Tax Basics of Special Needs Trusts By: The American College of Financial Services
June 16, 2021 @ 2:00 pm - 4:00 pm
Wednesday, June 16, 2021
2 PM ET
Free Registration
CFP® and College CE Credit Available*
When caregivers and family members of individuals with special needs consider how to secure their loved ones or dependents’ financial future, a special needs trust (SNT) is one of the most common vehicles used to ensure those with special needs have lifelong support. But knowing which type of trust best meets a client’s unique needs and taking a number of other factors into consideration requires a broader base of knowledge.
On Wednesday, June 16, join Vincent J. Russo, Managing Shareholder at the Russo Law Group, for an in-depth look at trusts in special needs planning, including:
- Tax treatment of first-party and third-party SNTs
- Considerations for drafting SNTs
- Differences between qualified disability trusts, retirement trusts, and other types
- Tax consequences to trusts, grantors, and beneficiaries, and more…
Fill out the form to save your seat and learn how you can become a more knowledgeable advocate and partner for those in your community with special needs.
*CFP® and American College Professional Recertification Program CE credit – 1 hour
