Special Needs Trust Taxation and Recent Developments
Common questions arise regarding special needs trusts and how first and third-party special needs trust taxation differs.
Instructor Bio
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Testamentary Capacity Expert Opinions: Common Pitfalls and Strategies
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Implicit Bias: WHAT IS IT? HOW CAN WE AVOID IT?
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2022 Ethics Course: Special Needs Planning Ethics
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Special Needs Planning Symposium 2023
A 3-day experience dedicated to educating professionals who plan for persons with disabilities and administer special needs trusts. This informative and interactive educational adventure benefits both seasoned professionals and those just beginning their practice. There are multiple opportunities to network with nationally-renowned experts on all aspects of special needs planning and administration to ensure your master this complex yet rewarding field.
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