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.