Second Half of Life Podcast
This podcast explores the many issues and topics related to elder law - the wide range of legal matters affecting people in their second half of life and individuals with disabilities. Produced by Steinbacher, Goodall and Yurchak: Your elder care and special needs law firm, providing quality representation in litigation, with locations in Altoona, State College, Wilkes-Barre, Williamsport, Wyalusing and Wysox, Pa. Visit our website at PAElderCounsel.com.
Second Half of Life Podcast
Special Needs Planning & Taxation
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.