Tax Considerations: SECURE Act, Qualified Disability Trusts, Tax Filings

Tax frameworks for special needs trusts are constantly changing. Stay on top of the new changes in the SECURE Act, qualified disability trusts, and tax filings generally. Originally presented as part of the 7th Annual Special Needs Institute.

Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR

SKU: P9016-23R-07

$60.00 or 1.00 credits

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Benjamin Rubin, Rubin Law, A Professional Corporation, Buffalo Grove/Chicago/Old Orchard

Expires 11/1/2025

Overview

Benjamin Rubin, Rubin Law, A Professional Corporation, Buffalo Grove/Chicago/Old Orchard

Expires 11/1/2025

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Trust Administration Issues, Including Selecting the Trustee, Designated Rep, Trust Protector, Etc.

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The administration of special needs trusts requires thorough evaluation of those involved in their upkeep, including trustees, designated representatives, trust protectors, and more. Originally presented as part of the 7th Annual Special Needs Institute.

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Process for Trust Decanting, Merger and Terminations

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Decanting, merging, and terminating special needs trusts involve many important considerations to ensure that the process avoids any adverse impact on the trusts and your clients. Originally presented as part of the 7th Annual Special Needs Institute.

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Special Needs Legislative and Case Law Updates

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Get up to date on new cases and Illinois legislation in 2023 that impact every attorney's special needs matters. Originally presented as part of the 7th Annual Special Needs Institute.

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