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Planning for the Future: Tax & Special Needs Trusts

November 14 @ 9:00 am - 10:00 am

Join us and KeyBank for an informative webinar designed to help families understand the taxation of special needs trusts at a high level. Learn what a Grantor Letter is and a K-1 and when one would be issued.

Disclosure: This webinar is not tax advice or planning but to gain a better understanding of how SNTs are taxed.

 

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Venue

  • Live, online virtual meeting on Zoom

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