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Establishing Tax Basics of Special Needs Trusts

Wednesday, June 16, 2021


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.

Invest in your career with a professional designation.

Families caring for a loved one with special needs face unique financial challenges, and yet few financial advisors have the specialized skills to help. But when you take the three-course Chartered Special Needs Consultant® (ChSNC®) designation program, you can gain the expertise to guide these families through complex benefit and financial systems, helping them find the peace of mind they deserve.

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