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Wills Revocable Trusts with Tax-Efficient M arital Trusts (e.g., QTIP)

Special Needs Estate Planning for wealthy families with disabled children Glynis A. Ritchie, Esq. March 4, 2017. Wills Revocable Trusts with Tax-Efficient M arital Trusts (e.g., QTIP) Stand-alone 3 rd party Special Needs Trust Incapacity Documents: Living Will Health Care Proxy

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346 views • 33 slides

Presents Drafting and Funding the Third Party SNT With Raymond J. Falcon, Jr., Esq. Sponsored by:

February 11, 2014. Presents Drafting and Funding the Third Party SNT With Raymond J. Falcon, Jr., Esq. Sponsored by:. Drafting and Funding the Third Party SNT. WHAT WE WILL COVER Overview of issues leading to use of the SNT Basic requirements of the SNT

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385 views • 25 slides

Presents Drafting and Funding the Third Party SNT With Raymond J. Falcon, Jr., Esq. Sponsored by:

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349 views • 25 slides

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Party snt - PowerPoint PPT Presentation

Wills Revocable Trusts with Tax-Efficient M arital Trusts (e.g., QTIP)

Presents Drafting and Funding the Third Party SNT With Raymond J. Falcon, Jr., Esq. Sponsored by:

Presents Drafting and Funding the Third Party SNT With Raymond J. Falcon, Jr., Esq. Sponsored by: