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SUMMARY:Special Needs Trusts with special guest\, Melanie Marmion\, Fitzwater Law
DESCRIPTION:Presented by Fitzwater Law and Palladio Consulting \nThursday\, December 8th at 12:00pm-1:00pm PST \n  \nRegister for the Zoom webinar here at LINK. \n  \nAs a parent\, caregiver\, or professional supporting an individual experiencing disability\, understanding the complex nuances of special needs trusts is critically important to the overall plan. \nJoin us and our guest speaker\, Melanie Marmion\, special needs trust planning expert and experienced national speaker for organizations like the Oregon Bar Association and Academy of Special Needs Planners for our next webinar! \nOn Thursday\, December 8th at 12:00pm\, we’ll discuss the ins and outs of special needs trusts including the pro’s and con’s of different trust types\, trust taxation\, choosing a trustee\, when to fund the trust\, the best assets for a special needs trust\, and much more. \nHave your notepad ready\, this 60 minute webinar will be packed with reminders\, tips\, and updates you won’t want to miss! \nDiscussion Topics include:\nMost important SNT changes in the last decade.\nPro’s & cons of Living & Testamentary SNT’s.\nConsiderations for naming a trustee.\nBest assets to leave in a SNT.\nBasics of SNT taxation.\nSNT reporting requirements.\nSNT funding– now or later?\nHousing and SNT considerations.\nProtecting vulnerable individuals using SNT’s.\nBest special needs trust planning resources.\nAnd more! \nCan’t attend live? No problem! All registrants will receive a recording of the live webinar within 24 hours of the webinar conclusion.
URL:https://autismsocietyoregon.org/event/special-needs-trusts-with-special-guest-melanie-marmion-fitzwater-law/
LOCATION:OR\, United States
CATEGORIES:Webinar
GEO:43.8041334;-120.5542012
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