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Listen "Episode 26: IN FOCUS: "“Taxation of Supplemental Needs Trusts""
Episode Synopsis
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.
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