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Tax-Efficient Special Needs Planning
Presented by Steve Dale, Esq., LL.M, The Dale Law Firm, PC

With the number of children receiving special education services in schools across the country increasing, the demand for financial planning professionals to have an understanding of Special Needs Financial Planning is growing.  This webinar is an introduction to complex special needs planning strategies, with an emphasis on what’s possible with Special Needs Trusts. 

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