“Fun, Fun, Fun” with Special Needs Tax Effects (Basic)
A special needs trust can be used to do more than keep a beneficiary qualified for public benefits. It can also be used as a great tax planning tool. This session will focus on how to use special needs trusts as a tax planning tool, and how to coordinate the activities of the management team of a special needs trust to create a portfolio that can minimize and, in many cases, eliminate taxes. A special focus will be on using qualified plans, and how to offset the income with exemptions and deductible expenses.