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Taxation of Special Needs Trusts in Light of the New Tax Law

Webinar Recorded: November 27, 2018
Presented by: Vincent J. Russo, J.D., LL.M., CELA, 

Duration: 67 minutes

Vincent Russo addresses the impact of the Tax Cuts and Jobs Act on Special Needs Trusts. He will discuss the tax traps and opportunities when utilizing First Party and Third Party Special Needs Trusts including the use of Qualified Disability Trusts and Able Accounts.

Topics to be covered:

  • Tax Cuts and Jobs Act
  • Taxation of Special Needs Trusts
  • Qualified Disability Trusts
  • Able Accounts and 529 Plans
  • New Business Tax Options
  • Q&A

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