Tuesday, Jan, 12, 2021
Planning for the Future for Children and Adults with Intellectual and/or Developmental Disabilities Virtual Webinar Series 1/12/21- virtual presentation via Zoom
Wednesday, Apr, 07, 2021
[virtual presentation via Zoom] D230/Lincoln Way District
Tuesday, May, 11, 2021
Planning for the Future for Children and Adults with Intellectual and/or Developmental Disabilities Virtual Webinar Series 5/11/21
Tuesday, Jun, 08, 2021
Planning for the Future for Children and Adults with Intellectual and/or Developmental Disabilities Virtual Webinar Series 6/8/21
Tag Archives: gift tax
The Gift Tax and Special Needs Trusts

When you give money to a special needs trust, you may worry that you or the trust will owe the IRS money for the gift when Tax Day rolls around. Both assessing the gift tax and taxation of an SNT …
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The Federal Gift Tax and People with Special Needs

You may not know that the federal gift tax could affect your future planning for your family if you have a child or other relative with special needs. First, you will need an introduction to how the gift tax works. …
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Irrevocable Life Insurance Trusts: How They Work

Irrevocable life insurance trusts (“ILIT”) can be one part of future planning for individuals with special needs. Like other future planning methods, people planning to use an ILIT as part of their plan should learn about important provisions to include …
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