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: retirement account
Can You Leave a 401(k) to Your Child with Special Needs?
If you have just started a 401(k) or are doing retirement planning, your first impulse may be to leave your 401(k) money to your children. When one of your children has special needs, doing this is not a good plan. …
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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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