Skip navigation

Special Needs Trust Without the Tax Hit?

Clients who want to create special needs trusts for their family members with disabilities1 often are forced to choose between, on the one hand, favorable tax treatment, and on the other, both better management of the funds and preservation of eligibility for public benefits. This choice is particularly difficult when a client funds a trust with a retirement plan, because retirement benefits must
Resources

Clients who want to create special needs trusts for their family members with disabilities1 often are forced to choose between, on the one hand, favorable tax treatment, and on the other, both better management of the funds and preservation of eligibility for public benefits. This choice is particularly difficult when a client funds a trust with a retirement plan, because retirement benefits must be distributed — and taxed — every year after the client's death, under the rules

All access premium subscription

Please Log in if you are currently a Trusts & Estates subscriber.


If you are interested in becoming a subscriber with unlimited article access, please select Subscription Options below.


Questions about your account or how to access content?


Contact: [email protected]

TAGS: Archive
Hide comments

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Publish