Taxation of Special Needs Trusts

(January 2011 – 60 min)

Note: Eligible for 1.0 Hr CFP CE Credits – Click here for Certificate of Completion
Taxation of Special Needs Trusts Worksheets (pdf)

There are several different types of Special Needs Trusts. The purpose and usage of each type of trust is complex. Even more confusing is the way that they are taxed. You can get different answers from CPAs, from Social Security and even the IRS. This webinar will review each trust and how taxation is handled so that you can effectively advise your clients and communicate clearly with colleagues that also serve them.