WEBCAST: Establishing Tax Basics of Special Needs Trusts

In this Chartered Special Needs Consultant® (ChSNC®) webcast, trust planning expert and guest presenter Vincent J. Russo, Managing Shareholder at the Russo Law Group, takes a comprehensive look at special needs trusts (SNTs) and their uses in financial planning, including how taxes treat first- and third-party trusts, considerations for drafting trusts, differences between types of SNTs, and how grantors and beneficiaries may be affected.
To view our full webcast library, visit www.theamericancollege.edu/re...

[@mathiasniemeier4359]

Can I receive a tax rebate from a Trust

[@neitui2865]

So confused on which tax rule is for Third party SNT and which rule for first party

[@mathiasniemeier4359]

Because the Trust lost money in a special needs Trust can the beneficiary file to get the money back, lots of money. On a Q.D.T.

[@JTheTeach]

What are the responsibilities of the trustee regarding the taxes?

[@mathiasniemeier4359]

I don't think these people answer questions.