Tag: Special Needs Trust

Understanding Taxes and Special Needs Trusts

Often, families who care for a loved one with special needs or a disability create and fund special needs trusts. It can provide peace of mind to improve a family member’s future quality of life without jeopardizing their eligibility for government benefits. However, families must also consider the tax implications

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Making the Right Choice When It Comes to Special Needs Trustees

A special needs trust (SNT) is usually created and funded by the grantor (the person who creates the trust). However, it is crucial to choose a successor trustee who will continue properly managing the SNT to benefit the individual with special needs. When selecting a reliable, honest, and capable successor

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