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


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.

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

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