Special Needs Trusts Drafting Workshop (download)
Recorded: October 18, 2016
Presented by Vincent Russo, JD, CELA, CAP, Russo Law Group, PC
Duration: 3 hours 1 minute
Recorded at Symposium 2016
When should I use a third party supplemental needs trust versus a first party special needs trust? What are the important drafting choices I have to make for each? What are the tax implications of funding a special needs trust? These questions and more will be answered during this half-day intensive education on how to draft special needs trusts and important rules you need to know.
Please note: This is a live version of the previously recorded Special Needs Trusts Online Drafting Camp. This three hour session includes practical tips on how to add this document and planning area to your practice.
ElderCounsel Members – this video is available FREE in the Learning Center > Video Library