Estate Planning

It's Now Easier to Leave Your IRA to a Special Needs Trust

The Internal Revenue Service (IRS) recently ruled that when a person dies, his or her IRA may be transferred to a child's SNT free of estate or gift taxes, and that required minimum distributions from that IRA to the SNT...

READ MORE

How Can I Protect a Special Needs Trust from Those Who Prey on Vulnerable Beneficiaries?

READ MORE

Can Others Contribute to My Child's Special Needs Trust?

READ MORE

IRA Distributions to SNTs: Minimizing Income Taxes

If you have funds in an IRA that will be distributed to a special needs trust upon your death, it is usually best to stretch these distributions out over as long a period as possible for income tax purposes.

READ MORE