Share on Facebook  Share on LinkedIn
Chris Smith and Art Malisow discuss the reporting requirements for special needs trusts.
How and Why to Use Special Needs Trusts
On-Demand Seminar (Posted 03/09/15) | Level: Basic/Intermediate
If your client receives means-tested benefits, you must understand special needs trusts—the difference between a first- and third-party trust, funding and tax issues, and when to get the court involved in the establishment of an SNT.
Available in the Partnership
Already a Partner? 
Watch Now!
Top