Planning for Special Needs - ABLE Accounts and Special Needs Trusts

This webinar is part of Tax Practice Pro's webinar series "Trust Me"!

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.

4 IRS CE/4 NASBA CPE CREDIT

"Our best deal is always to become a monthly subscriber."
https://taxpracticepro.com/become-a-subscriber

Self-Study recording not available for NASBA CPE credit.