Cona Elder Law

  631.405.4857
Loading Events

« All Events

  • This event has passed.

WEBINAR: Tax Aspects of a Supplemental Needs Trust

September 22 @ 8:30 am - 9:30 am

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

Details

Date:
September 22
Time:
8:30 am - 9:30 am
Event Category:
Website:
https://us02web.zoom.us/meeting/register/tZUod-2gqzsqHtY0CV-xI0ZreRSR8F-GFWlp