Notas del episodio
Families who care for a family member with special needs should consider a Special Needs Trust to meet their financial needs and avoid affecting government benefits. However, there are many questions about taxes! This presentation will discuss the two types of Special Needs Trusts and the tax implications from an income, gift, and estate tax perspective. Join CPA Teresa Ferruzzo, for this important discussion. Teresa is a trusted resource for families with special needs as they consider tax preparation and trust taxation.
Palabras clave
special needs planning
ssi eligibility
special needs attorney
special needs trust
3rd party supplemental needs trust
1st party supplemental needs trust
will or revocable trust
special needs planning and special education advocacy
special needs planning in texas
third party trust
how to set up a special needs trust
ssi benefits
how to get my full ssi benefits
how to set up a trust
when should i start financial planning for my special needs child
how do i get all my ssi benefits
consolidated planning group
How to apply for ssi
estate planning requires special planning to ensure that the disabled child’s needs are met without jeopardizing government benefits.
Will or Revocable Trust (or both) 3rd party Supplemental Needs Trust 1st party Supplemental Needs Trust Documents for incapacity Beneficiary designation updates
Government Benefits 101
SSI & Medicaid, SSDI & Medicare
Texas Government Benefits
how to maintain SSI eligibility
learn how to maximize your SSI benefits for your family
CPA Teresa Ferruzzo
Income Tax Issues for the Special Needs Trusts
tax implications from an income or gift
estate tax perspective
How to avoid affecting government benefits
Benefits for my child with special needs
how to get starting on planning for my child with special needs
Where can I get help to fund the future of my child with special needs
how do I fund a special needs trust
Who can help me setup a special needs trust
why is a special needs trust important for my special needs child