Special Needs Trust: Essential Estate Planning for Disabled Family Members - American Institute of CPAs
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Special Needs Trust: Essential Estate Planning for Disabled Family Members
The incidence of disability -- autism, bipolar disorder, other -- among children is increasing at alarming rates. This session will discuss first party and third-party special needs trusts and their essential role in a sophisticated estate plan. It will discuss the operation of such trusts and how they coordinate with eligibility for essential public benefits.
Speaker(s):
Michael
Gilfix,
JD,
Managing Partner,
Gilfix and La Poll Associates, LLP
Credits
Credits: None available.
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