Planning for Family Members with Special Needs

American Bankers Association
Tom Abendroth will present at the American Bankers Association on June 1, 2023.

Tom and his co-speaker will examine the options available for planning for benefits individuals with special needs while preserving tax advantages and available government assistance. Their discussion will highlight types of such trusts, and the advantages and disadvantages of each, how to approach the trusts from the trustee’s and service provider’s perspective, tips for reporting and completing forms, the various types of government benefits, and key differences from state to state.


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