WEBINAR: Tax Aspects of a Supplemental Needs Trust

Partner Marcus O’Toole-Gelo, Esq., Associate Patricia Craig, Esq. and guest James Traylor, President of Upstate Special Needs Planning, will discuss the tax aspects related to a Supplemental Needs Trust and other essential tax and estate planning strategies for families with children with special needs. Join us to learn:
• Who pays taxes on trust income
• If a trust can be beneficiary of an IRA
• How to avoid estate taxes
• How to protect your assets