A Roadmap of Income Taxes
for Special Needs Trusts

$100 | 70 Minutes | December 7, 2022 | 1:00PM - 2:10PM CST

As another year comes to a close, you’re likely to start getting questions from your clients on taxes for 2022. If you’re working with clients who have a special needs trust, this can be a tricky topic to navigate.

Join us for a special installment of KrauseCAST featuring Hyman G. Darling, Esq., of Bacon Wilson, P.C., as he lays out the roadmap of income tax considerations for special needs trusts.

This session will kick off with the introduction of the tax return, and travel through income, gains, and other income. There may be a pit stop along the way with expenses and fees and then a visit to DNI along the route. The final stop will be the destination of how much tax is due and attempting to minimize the net due.

Hyman will also cover:

  • Why the type of trust affects how to prepare the return
  • The basic tax forms you need to consider
  • Areas where taxable income may be reduced

Don’t miss this in-depth presentation and your chance to earn CLE credit* in the process!

*1.0 hour Standard CLE credit pending

 

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ABOUT THE PRESENTER:

Hyman Darling

Hyman Darling

Estate Planning & Elder Law Attorney, Shareholder
Bacon Wilson, P.C.

Hyman is an attorney and Shareholder at Bacon Wilson, P.C., a firm based in Massachusetts. He serves as chair of the estate planning and elder law department and is recognized as the area’s preeminent estate planner. He has extensive experience with all aspects of estate planning, trusts, tax law, probate and estates, guardianships, special needs trusts and planning, elder law, and long-term care planning. His additional specialties include adoption and real estate.

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