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How Are Special Needs Trusts Taxed?

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Ellen Cookman - Special Needs Trust Attorney

You want to set up a California special needs trust, but you're wondering how it will be taxed. How can you make sure you pass on the most wealth to your loved one? I'll break down how several types of special needs trusts are taxed. Watch to find out how much you can see deducted from your special needs trust due to California taxes.

Timestamp:
00:00 Welcome
00:52 Finding an Accountant
2:12 What type of Special Needs Trust
3:21 Thirdparty Special Needs Trust
4:19 Complex Trust
8:24 How to set up a special needs trust

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The content of this YouTube channel is provided for informational purposes only and is not intended to constitute legal advice. You should not rely upon any information contained on this YouTube channel for legal advice. Viewing this YouTube channel is not intended to and shall not create an attorneyclient relationship between you and Ellen Cookman or Cookman Law, PC. Messages or other forms of communication that you transmit to this YouTube channel will not create an attorneyclient relationship and thus information contained in such communications may not be protected as privileged. Neither Ellen Cookman nor Cookman Law, PC makes any representation, warranty, or guarantee about the accuracy of the information contained in this YouTube channel or in links to other YouTube channels or websites. This YouTube channel is provided "as is," and does not represent any outcome or result from viewing this channel. Your use viewing of this YouTube channel is at your own risk. You enjoy this YouTube channel and its contents only for personal, noncommercial purposes. Neither Ellen Cookman, Cookman Law, PC, nor anyone acting on their behalf, will be liable under any circumstances for damages of any kind.

Youtube video URL:    • How Are Special Needs Trusts Taxed?  

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