Special Needs Trust Taxes: What You Need to Know

February 9, 2023
Estate Planning

Special needs trusts are often established and funded by families caring for someone with special needs. It can provide peace of mind to improve a family member’s future quality of life without jeopardizing their eligibility for government benefits. However, families…

A Trust Naming a Special Needs Child as a Beneficiary of an IRA or Retirement Plan

September 29, 2022
Estate Planning

It is important to carefully plan how to leave assets to a disabled child to ensure that they can protect their government benefits based on their needs. It is also important to protect those assets against later claims after your…