Annuities & Special Needs Trusts

(August 2012 – 50 min)

Note: Eligible for 1.0 Hr CFP CE Credits – Click Here for Certificate of Completion

When might it be appropriate to use annuities with a special needs trust? Before this question can be answered, it is important to understand that taxation of special needs trusts. Mary Anne Ehlert will review trust taxation and consider when it may be appropriate to use annuities as a funding vehicle.