Special Needs Trusts and Qualified Retirement Accounts - What You Need to Know (download)

By: Stephen Dale, Esq., LL.M and Bradley Frigon, JD, LL.M

Member Price: $0.00 Retail Price: $159.00
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As families accumulate wealth in qualified retirement plans, Attorneys preparing first party and third party special needs trusts must know trust fiduciary income tax rules and the tax rules that apply to qualified retirement accounts and trusts. Presenters Brad Frigon and Steve Dale will discuss the tax implications of designating a first party and third party special needs trust as the beneficiary of a qualified retirement plan. In addition to reviewing case studies, outlining important dates, and providing solutions for issues that arise after the retirement account owner dies they will also discuss how to market this aspect of your business to financial planners and clients.

Topics Covered:
  • Income Tax Objectives
  • Trust Fiduciary Income Tax Rules
  • Qualified Retirement Accounts and Trusts
  • Case Studies
  • How to Market to Referral Sources
Length: 89 minutes

 ElderCounsel members: View this course complimentary in the Education Library.

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