Drafting Qualified Disability Trusts (2018)

NAELA Summit 2018
Learn what makes a Qualified Disability Trust and how income taxation of the trust is favorable to the beneficiary. Learn drafting tips to incorporate in testamentary and inter-vivos third party SNTS to minimize taxation. A comparison of a qualified disability trust and other third party trusts and the drafting of the trust(s) to make them qualify.
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