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Crowdfunding: Legal, Tax, Special Needs and other Planning Considerations

Thursday, November 30, 2017 | 2:00pm ET / 11:00am PT

 

Presenter:
Martin M. Shenkman
Attorney
Martin M. Shenkman, P.C.

Presenter:
Jonathan Blattmachr
Principal
ILS Management, LLC

Presenter:
Bernie Krooks
Founding Partner
Littman Krooks

Moderator:
Susan Lipp
Editor in Chief
Trusts & Estates

Crowdfunding is huge and growing rapidly. Many victims of recent disasters and other tragedies use crowdfunding to obtain help. But the legal, tax and other consequences of these programs or campaigns are uncertain and there is little law. With some planning, however, you may be able to help your clients achieve substantially better results.

This webinar will explain what crowdfunding is and how to help your clients navigate the various implications.

Don't wait, register now!

Not able to attend? Register anyway! We'll send you a link to the webinar archive so you can view it at your own convenience.

NAEPC, IWI (formerly IMCA), and CFP CE credits have been applied for and are pending approval.

 
TAGS: Resources