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Trust from A to Z : Understand All the Wealth Planning Options Available to Your Client

August 30 @ 8:30 am - 4:15 pm

Attorney Chrysa Milholland will be presenting from 12:20-1:10 on Special News Trust in an online seminar.   This is  part of an all day seminar for Financial Planners through NBI.  In her program she will cover:

  • When are SNT’s Used (SNT’s vs Able Act Accounts)
  • Types of SNT’s
  • Tax Consequences of SNT’s
  • Preserving Benefits Eligibility
  • Trust Powers and Duties
  • Sample Trust Language

 

To get more information or to register for this program go to: http://www.nbi-sems.com

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Details

Date:
August 30
Time:
8:30 am - 4:15 pm
Event Category:
Special Needs Planning
Presenter:
Chrysa Milholland