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.
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