Eminent Special Needs Planning offers education, advocacy, and planning services. It does not offer legal services.  All considerations expressed are the opinions of the planner based on their training and experiences in special needs planning matters.  These opinions are not legal advice.  If you need legal advice, you are encouraged to consult with an attorney who has expertise in special needs planning.   

All content, products, and services within this website are copyright and trademark protected by all laws of the United States of America.

Your privacy is very important to us. We do not publish or sell your personal information to any other organization or company.

All professional fees that pertain to setting-up a Special Needs Trust and/or preservation of assets in a Special Needs Trust are generally tax deductible**. This includes, but is not limited to Eminent Special Needs Planning, LLC and/or Bart Stevens Special Needs Planning, LLC group planning workshops, initial consultation, and private fee-based planning. These deductions are made on the Form IRS 1040 Schedule A – Itemized Deductions. They are classified as miscellaneous itemized deductions and are included with "other investment expenses," subject to two (2) percent of your adjusted gross income. 

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**IT IS HIGHLY RECOMMENDED THAT, IN ADDITION TO THIS PROVIDED INFORMATION, YOU CHECK WITH YOU TAX ADVISOR TO CONFIRM THAT THE EXPENSES BEING ITEMIZED ARE, INDEED, TAX DEDUCTIBLE.