Session Details: Symposium 2019

Making a 3rd party special needs trust the beneficiary of a qualified plan in the right situation can provide quality of life to the beneficiary while saving thousands in taxes. Steve will go over accumulation trust rules, as well as utilization of the Qualified Distribution Trust Exemption and other tax tools, and through a series of case studies will demonstrate their use. In addition, Steve will take what attendees learn and demonstrate how to work with the client’s tax and financial advisors to create a distribution plan to coordinate expenditures and investments to get the best tax result possible.