Taxation of Special Needs Trusts in Light of the New Tax Law

Taxation of Special Needs Trusts in Light of the New Tax Law

During this recorded course, Vincent Russo addresses the impact of the Tax Cuts and Jobs Act on Special Needs Trusts. He discusses the tax traps and opportunities when utilizing First Party and Third Party Special Needs Trusts including the use of Qualified Disability Trusts and Able Accounts.

Topics covered:

  • Tax Cuts and Jobs Act
  • Taxation of Special Needs Trusts
  • Qualified Disability Trusts
  • Able Accounts and 529 Plans
  • New Business Tax Options
  • Q&A