Every accountant, Lawyer and professional adviser has a client who has a family member with a disability. How will this benefit you? Using real case studies you will learn about Special needs planning, solving accountants client’s special child’s estate, a Qualified Disability Trust, how to remove taxes from a special child’s trust, qualifying for government benefits, The Disability tax credit, the special needs Henson trust, how to protect a special child’s inheritance from being stolen, the essentials of a Special Needs Plan, securing the future financial security of a child with special needs after the parents are gone! You’ll also receive a free copy of my book “Just Imagine” a Special needs planning questionnaire and Dr. McLeod MD book on how to qualify for the Disability Tax Credit
This course includes: