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 trust
3rd party supplemental needs trust
1st party supplemental needs trust
will or revocable trust
texas financial planning
free resources for families with disabilities
third party trust
how to set up a special needs trust
free initial consultation
free resources for special needs families
consolidated planning group
learn where to get free assistance so you can better understand what happens to SSI and Medicaid and Title II
texas
Will or Revocable Trust (or both) 3rd party Supplemental Needs Trust 1st party Supplemental Needs Trust Documents for incapacity Beneficiary designation updates
Free Zoom consultations with special needs advocates
Income Tax Issues for the Special Needs Trusts
tax implications from an income or gift
estate tax perspective
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
Do you Understand the Social Security Administration Programs and the Benefits of Establishing a Trust?
What are the Benefits of Establishing a Trust
Supplemental Security Income (SSI)
Explaining how the two programs fit into your Estate Plan and why establishing a trust may be necessary to protect your government benefits.
free special needs resources
how to fund a special needs trust
Wills, Trusts & Guardianships
how do i setup a special needs trust
The team at Consolidated Planning Group stands ready to help you navigate your special needs planning journey.
Why should I have a meeting with a financial advisor?
free advice for parents who have a special needs child
Can someone explain to me what a Special Needs Trust can do for my family?
why should i setup a special needs trust?
How is a trust beneficial to my family?