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

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 gove

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