WEBINAR DETAILS
  • About
    This program will discuss how to apply US Tax Code to the various types of Special Needs Trusts, including First Party, Third Party, and Qualified Disability Trusts. It will further explain how different filings can impact the trust's tax liability and the benefits of the disabled individual they are set up for. Finally the program will discuss how to advise trustees on minimizing their personal liability, how to protect the disabled beneficiary's Medicare benefits, and how to use ABLE accounts to supplement their income.

    Objectives:

    1) Understand the types of SNTs and their filing requirements
    2) Learn strategies to reduce the Trust's income tax liability
    3) Know how to avoid personal liability (for trustee) when there is caregiver payroll tax
    4) Learn how to combine an SNT and an ABLE account for the maximum benefit of a disabled beneficiary

    This webinar offers 4 IRS CE/4 NASBA CPE Credits.
  • Price
    $158.00
  • Language
    English
  • OPEN TO
    Everyone
  • Dial-in available
    (listen only)
    Not available.
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