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: irrevocable
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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Trusts: The Basics
People just beginning their future planning may hear many terms thrown around by their relatives and attorneys: trust, beneficiary, settlor, and more. For those unfamiliar with trusts, the many different words used to describe them can be quite confusing. This …
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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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How a Veteran Can Leave His Military Pension to a Special Needs Trust
Under recent changes to military pension plan rules, you can leave your pension to a special needs trust for the benefit of a child with special needs. Military members may choose the Survivor Benefit Plan ( SBP ) option, as part …
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