Wednesday, Feb, 02, 2022
Strafford Webinars – Special Needs Trusts: 1st Party and 3rd Party Reporting 12:00pm – 1:50pm CST
Thursday, Mar, 24, 2022
Guardianship and Disability Planning – Parent Transition Night @ Valley View School District 365U
Wednesday, Apr, 06, 2022
Virtual Presentation for District 230 and Lincoln Way District – April 6th, 2022
Wednesday, Apr, 13, 2022
The Arc of Illinois Annual Convention “Turning Silver Linings into Golden Opportunities” April 13th – 14th, 2022
Tag Archives: IRA
Can You Leave Retirement Account Funds to a Relative with Special Needs?
If you support a relative with special needs, you may want to leave your retirement account funds to him. If this is not done correctly this can be a big problem. When you leave money or assets to a person …
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Can an SNT Be the Beneficiary of My Retirement Account?
When determining whether you can name a special needs trust (SNT) as the beneficiary of your retirement account and accomplish your intended result, you will quickly learn that the answer is “it depends.” It depends on the type of beneficiary …
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