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SUMMARY:Empowering Futures: Important Investing Considerations for Special Needs Trusts (Online)
DESCRIPTION:Presented by Palladio Consulting LLC \nEmpowering Futures: Important Investing Considerations for Special Needs Trusts \nJoin 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. \nTopics to Discuss: \n\nIntroduction to SNT’s\nRole of the trustee & fiduciary duty\nMaintaining eligibility for government benefits\nImportant tax considerations\nTips and tricks when managing different investment assets\nUtilizing ABLE accounts\nUnderstanding countable & taxable income – There is a difference!\nAnd more!\n\nRegister at LINK HERE \nQuestions? Contact info@palladioplanning.com
URL:https://autismsocietyoregon.org/event/empowering-futures-important-investing-considerations-for-special-needs-trusts-online/
LOCATION:OR\, United States
CATEGORIES:Webinar
ORGANIZER;CN="Palladio Consulting":MAILTO:info@palladioplanning.com
GEO:43.8041334;-120.5542012
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