March 13, 2017 |
Special Needs Trust Administration
Most parents of special needs children understand that taking action steps to plan for the future is imperative. One of the most common ways to ...
Learn MoreSpecial Needs Trust Administration
Most parents of special needs children understand that taking action steps to plan for the future is imperative. One of the most common ways to do this is by working with an experienced estate planning lawyer to put together a special needs trust. Beyond the basic terms of the trust, designed to protect a loved one with special needs years down the road if something happens to you, it’s important to think about the end game as far as the administration of that trust, too.
The purpose behind such a trust is to supplement benefits given by the government and to make assets inside the trust last as long as possible. Family members may sometimes be the trustee of such a trust. However, this does not always mean that such a person is familiar with the aspects of administering this trust.
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Blogs for Special Needs Trust
April 5, 2016 |
Best Practices for Passing on Assets to Special Needs Beneficiaries
The tax code on its own is quite confusing but it can become even more complicated when you’re thinking about leaving behind assets for a ...
Learn MoreFebruary 27, 2014 |
The Right Way to Plan for Your Special Needs Child
Parents of special needs children have unique needs when it comes to estate planning. As a recent article explains, parents of special needs children who ...
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