Bootcamp 2 Agenda
Income Taxation for the Special Needs Planner
Bootcamp 2 Agenda
SECTION I
By Olga Villaseñor
SECTION II
a. Available public benefit programs
b. Impact on public benefits when Trustee pays
c. Evaluating caregiving needs of beneficiary
d. Hiring and managing caregiver
e. Trustee penalties if not done correctly
f. Reviewing form documents to assist SNT trustees
By Samuel Donaldson
section iii
a. Impact on public benefits when Trustee pays
b. Titling the vehicle
c. Ongoing payments of expenses
d. Traps for the unwary when paying for transportation
e. Reviewing form documents to assist SNT trustees
By Josh Brothers
section iv
a. Available public benefit programs
b. Impact on public benefits if Trustee pays
c. Evaluating proper living situation for beneficiary
d. Buying, managing, and selling real estate by SNT trustee
e. Reviewing form documents to assist SNT trustees
By Frank R. Acuña
section v
By Lara Hruska
Sponsored by: CPT Institute
April 16 - 20, 2020
Available on Video
Get up-to-date information about retirement planning, medical expense tax deductions, strategies for growing your practice, planning for digital assets, evaluating financial planners, integrating veteran’s benefits, and more.
Thursday April 16, 2020
Available on Video
Understanding public benefits for persons with disabilities is critical to understanding how to prepare and administer a special needs plan. This program will discuss the fundamentals of Supplemental Security Income (SSI), Childhood Disabled Beneficiary (CDB), Social Security Disability Insurance (SSDI), Medicaid, and Medicare as they concern persons with disabilities. Without knowledge of what is (and is not) available through public benefits and the rules that govern them, there is no special needs planning for attorneys or financial advisors. Moreover, without knowing the effect a distribution has on public benefits, an SNT trustee will not be able to properly administer special needs trusts.
By Theresa Varnet and Travis Finchum