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Date(s) - October 12, 2023
8:30 am - 9:00 am



Partner Amy C. O’Hara, Esq., CELA® will be speaking at the Shenkman Wealth Management Fall Webinar on taxation of supplemental needs trusts. The webinar will be hosted/moderated by Jonathan I. Shenkman, AIF®, President, Shenkman Wealth Management.

This program will provide an overview of income, gift and estate taxation of both first-party and third-party supplemental needs trusts. Learn about which supplemental needs trusts can be treated as qualified disability trusts and what that means for income tax purposes.

The webinar will be on Thursday, October 12th 2023 at 8:30am. To register, please register, follow this link.