This week we’re going “IN FOCUS” where we explore more advanced wealth planning topics. Today, we will discuss “Taxation of Supplemental Needs Trusts” featuring:

Amy C. O'Hara, Esq., CELA®, Partner, Littman Krooks LLP

Today’s show will provide an overview of income, gift and estate taxation of both first-party and third-party supplemental needs trusts. Listeners will learn about which supplemental needs trusts can be treated as qualified disability trusts and what that means for income tax purposes.

Staying connected:

1) Signup for my monthly newsletter here: https://www.shenkmanwealth.com/newsletter

2) Questions? Comments? Reach out to [email protected]

3) Connect on LinkedIn: https://www.linkedin.com/in/shenkman/

4) Follow me on Instagram/Twitter/YouTube @ShenkmanOnMoney 

Hosted on Acast. See acast.com/privacy for more information.