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: revocable
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 …
Continue reading
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 …
Continue reading
