Benji Rubin will be speaking in an upcoming Strafford live video webinar, “Structuring Special Needs Trusts as IRA Beneficiaries: Avoiding Tax Traps in Funding SNTs With Retirement Accounts” which is scheduled for Wednesday, October 19, 12:00pm-1:30pm CST.
The panel will provide estate planners with an advanced guide to drafting and structuring SNTs. The panel will also focus on considerations such as setting up trusts to serve as beneficiaries of retirement accounts and drafting language and traps to avoid structuring third-party SNTs and first-party SNTs.
After the presentations, there will be a live question and answer session with participants so questions about these important issues can be answered directly.
Note: This presentation is for legal professionals for the purpose of continuing education.