- 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: 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 …
Continue reading
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 …
Continue reading
