Empowering Futures: Important Investing Considerations for Special Needs Trusts (Online)

Presented by Palladio Consulting LLC

Empowering Futures: Important Investing Considerations for Special Needs Trusts

Join us on Tuesday, November 7th at 12:00pm as we guide you through some of the most important rules, tips, and considerations when utilizing a special needs trust or establishing one that fits your unique planning situation.

Topics to Discuss:

• Introduction to SNT’s
• Role of the trustee & fiduciary duty
• Maintaining eligibility for government benefits
• Important tax considerations
• Tips and tricks when managing different investment assets
• Utilizing ABLE accounts
• Understanding countable & taxable income – There is a difference!
• And more!

Register at LINK HERE

Questions? Contact info@palladioplanning.com