Second Half of Life Podcast
Second Half of Life Podcast
✓

Special Needs Planning & Taxation

01:08:55
Podcasts
RSS
Link

ABOUT THIS EPISODE

This episode is the third and final part of a presentation that was recorded in December 2023 and made to tax and financial professionals. In it, Attorney Landon Hodges goes over special needs planning with a focus on the taxation aspect of it and ways to minimize taxes. In addition to the usual special needs planning that our firm does for clients with special needs and their family members, there is also a tax component that we haven't covered in depth in past recordings. This presentation, while intended for professionals, can still be helpful for those families that have a member with special needs and who will be engaging in special needs planning in the future, or have already done so.

A video of this episode with a full PowerPoint presentation can be viewed on our YouTube channel. 

Education
Courses
Business
English
United States
Use API to fetch this episode in JSON

IN THIS EPISODE

Edit these tags

TRANSCRIPT 🔗

Are you the producer of this podcast? Add a podcast transcript
Need Audio-to-Text? Transcribe with Listen411 in Just 60 Seconds

SEARCH PAST EPISODES

Search past episodes of Second Half of Life Podcast.
Embed this search bar to your website

OTHER EPISODES IN THIS PODCAST

Planning for Families With a Child With Special Needs

Planning for Families With a Child With Special Needs

It’s important to identify and understand what assets are going to pass directly to a child with special needs and if those assets will adversely affect his or her ability to qualify for certain government benefits. The sooner we can get a handle on things, the better off our child with special nee…
01:11:53
SHARE
SAVE
Tax Planning in 2024: An Elder Law Perspective

Tax Planning in 2024: An Elder Law Perspective

In this episode, which was recorded in December 2023 and was made to tax and financial professionals, Attorney Julie Steinbacher discusses and analyzes various asset protection strategies as they relate to estate tax minimization, specifically grantor vs. non-grantor trusts. While some of the infor…
00:46:28
SHARE
SAVE
Unlocking Retirement Wealth: The Key to Navigating SECURE Act Updates

Unlocking Retirement Wealth: The Key to Navigating SECURE Act Updates

In this episode, which was recorded in December 2023 and was originally a presentation made to tax and financial professionals. In it, Attorney Jenna Franks goes through some of the changes to retirement planning that have come about since the SECURE Act and SECURE 2.0 were passed and became law ov…
00:40:53
SHARE
SAVE
Five Ways to Pay for Nursing Home Care Without Breaking the Piggy Bank

Five Ways to Pay for Nursing Home Care Without Breaking the Piggy Bank

In this recording of a virtual seminar originally presented on September 28, 2023, Attorney Landon Hodges and Long-Term Care Planner Tammy Zilske discuss legal strategies that are available to help you cover the rising costs of long-term care while providing for your immediate needs and preserving …
00:52:26
SHARE
SAVE
Tax Planning in 2023: An Elder Law Perspective

Tax Planning in 2023: An Elder Law Perspective

This presentation was originally for tax and accounting professionals, but is now being made available for all. In it, Attorney Julie Steinbacher discusses some of the things that clients will need to consider - with the proper legal guidance of course - from an inheritance tax perspective when doi…
00:48:02
SHARE
SAVE
Disclaimer: The podcast and artwork embedded on this page are from Steinbacher, Goodall & Yurchak, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
PROMOTED
Listen411.com: Lightning-fast Podcast Transcription and Summarization. Transcribe 1-hour audio in under 1 minute. Pay-as-you-go.
Listen411.com: Lightning-fast Podcast Transcription and Summarization. Transcribe 1-hour audio in under 1 minute. Pay-as-you-go.
Audio to Text

RECOMMENDATIONS
Use API to fetch this episode