PBI Press is pleased to announce a brand new book titled Special Needs Trusts in Pennsylvania written by Edward L. Perkins, BA, JD, LLM (Tax), CPA of Gibson & Perkins, PC in Media, PA
This companion course will guide you through the difficult process of creating a special needs trust
Ted Perkins and his expert faculty will cover everything you need to be aware of, including:
Disability programs, heath insurance programs, other means-based benefits, trusts and their impact on SSI/MA benefits, steps to establish a special needs trust (SNT), income taxation of SNTs, administration of SNTs, administration of SSI SNTs to preserve benefits, drafting the self-settled SNT, drafting third-party SNTs, the MAGI SNT and alternatives to SNTs
Recorded live in September, 2018.