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How Special Needs Trusts Are Taxed: Don't wipe out 1/3 of your money
Автор: Tanner Withers - Special Needs Planning
Загружено: 2024-11-20
Просмотров: 596
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A Special Needs Trust is the likely conduit for leaving money to your loved one with a disability or special needs, while protecting their public benefits.
However, did you know trusts are taxed differently than individuals? And special needs trusts can be taxed differently than other trusts.
In this workshop, we discuss important tax planning considerations that will help you keep your hard-earned money in the family, not in the government's pockets.
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