National Tax Conference 2018

NTA1825 - Special Needs Planning

Nov 13, 2018 11:40am ‐ Nov 13, 2018 12:30pm


Description

This session will address how to improve the quality of life of an individual with special needs without reducing or eliminating any means-tested government benefits which the individual is entitled to. The speaker will give an overview of the various government benefits available and the different types of trusts that may be used to supplement those benefits.

  • Determine the basics of government benefits available to individuals with special needs.
  • Recognize how to use trusts to supplement those benefits.

Speaker(s):

  • Bernard A. Krooks, CPA, J.D., LL.M. (Taxation), Founding Partner, Littman Krooks LLP

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