Special Needs Trusts: Blessing the Lives of Those in Greatest Need
At our September luncheon, CPA Ronda Gardner will discuss the purposes of Special Needs Trusts and the various types of trusts and their specific uses. She will also discuss the Able Act of 2014 which is another important tool that estate planners should be aware of and familiar with when helping families with loved ones with special needs.
Ronda Gardner is a Certified Public Accountant with over 30 years of experience in accounting and taxation. She has worked for small and mid-sized accounting firms and previously had her own CPA firm in Orem, UT. She now owns Gardner Estate & Trust CPA LLC, a firm in Cedar City, UT, specializing in estate and trust taxation, accounting, and administration. She has spoken about trusts at various Estate Planning Council meetings and CPA meetings in Utah.
Ronda graduated Cum Laude and Phi Kappa Phi from Brigham Young University with a BS in Accounting. She is the past president of the Southern Utah Estate Planning Council and past treasurer of the Utah Valley Estate Planning Council and actively participates in both. She is the widowed mother of six children and step-mother of seven more. (The Brady Bunch had it easy!) She and her husband, Dean, have 27 grandchildren.