Special Needs Planning | On-Demand Webcasts
Understanding the Role of Special Needs Trusts in Special Needs Planning
In this webcast, Lesley M. Mehalick, Esq., Adjunct Professor of Taxation and Special Needs Planning at The American College of Financial Services, leads an in-depth examination of the roles of special needs trusts in financial planning, including how to recognize different types of trusts and their uses, their limitations in planning, and identifying appropriate expenditures and amounts. Learn how to leverage special needs trusts to ensure your clients and their loved ones with special needs have the security and peace of mind they deserve.
March 12, 2021
March 12, 2021
Practice Management | On-Demand Webcasts
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March 11, 2021
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Considering Tax Reform in Context of Emerging Wealth Gaps
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2020 President's Report: Shining Our Light in a Year of Darkness
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Special Needs Planning | On-Demand Webcasts
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February 10, 2021
From The President | Insights
Make Black History Month a Charge to Effect Real, Lasting Change
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