Friday, Aug, 19, 2022
MDF’s “Ask the Expert” series – August 19th, 2022 @ 2:00pm CST ‘Special Needs Trusts, Guardianships and Estate Planning’ Webinar
Monday, Aug, 22, 2022
Virtual Webinar – Monday August 22nd, 2022: 9:00am – 1:00pm “Special Needs Estate & Future Planning” – Hosted by The Arc of Illinois
Tuesday, Sep, 13, 2022
IN-PERSON Presentation: September 13th, 2022 – hosted by ‘Chicago Council on Planned Giving Program’
Monday, Oct, 17, 2022
Options Fair: October 17th, 2022 – Downers Grove South High School 6:00pm – 8:00pm
Wednesday, Oct, 26, 2022
Presentation on ‘Special Needs Trusts’ Via: Zoom and hosted by The Arlington Heights Memorial Library. October 26th, 2022 @ 7:00pm
Tag Archives: gift
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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What Is a Resource? What Is Countable? Your Questions about SSI Eligibility Answered
Evaluating your countable resources is key to determining your SSI eligibility. Making this evaluation, however, can be complicated and confusing. Start by determining which items owned by you or owned by the planned SSI recipient are “resources”. A “resource” for …
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Estate Planning for Your Extended Family
When estate planning for your family’s future, don’t forget that extended family members may need to change their plans too if they want to help your child with special needs. This article described some common situations that arise when well-meaning relatives …
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