Establishing Tax Basics of Special Needs Trusts

In this Chartered Special Needs Consultant® (ChSNC®) webcast, trust planning expert and guest presenter Vincent J. Russo, Managing Shareholder at the Russo Law Group, takes a comprehensive look at special needs trusts (SNTs) and their uses in financial planning, including how taxes treat first- and third-party trusts, considerations for drafting trusts, differences between types of SNTs, and how grantors and beneficiaries may be affected.