Special Needs Trusts – Blessing the Lives of Those in Greatest Need

Date: Wednesday, October 5, 2022
Time: 11:45am - 1:00pm
Location: Carrabba's Italian Grill, 683 E University Pkwy, Orem, UT 84097
Speaker: Ronda Gardner

 

Learn how you can make a difference in the lives of some of the most deserving and often overlooked people around you. In this presentation, we will discuss the purpose of Special Needs Trusts, types of trusts, who can establish them, and who can be a beneficiary. We will touch on trust administration as we will discuss the coordination of trusts with other benefits available to those we are seeking to protect. We will dive into the tax issues and the preparation of the trust returns. Increase your awareness as we learn together.

Ronda Gardner

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. She is the widowed mother of six children and widowed step-mother of seven more. (The Brady Bunch had it easy!) She has 36 grandchildren.

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