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: IRS
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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Income Taxation of Special Needs Trusts, Part 1
In your future planning for your child with special needs, remember to consider income taxation of special needs trusts. If you set up a special needs trust (“SNT”) with another law firm, the attorneys may not have discussed how you …
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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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