Category Archives: Uncategorized

2012 Special Needs Trusts National Conference

Posted on October 10, 2012 by admin

I’m looking forward to this year’s Special Needs Trusts National Conference next week in St. Pete Beach, Florida. This is the conference’s 14th year, and it’s going to be a great one. Speakers from all over the world will share … Continue reading →

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Portability Under the New Estate Tax Law

Posted on January 10, 2011 by admin

As many of you know, new tax legislation will be taking effect on January 1, 2011. Among other things, the new law raises the estate tax exemption to $5 million per individual and $10 million for a married couple. Continue reading →

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About Special Needs Trusts

Posted on October 13, 2010 by admin

There are a few ways to fund a special needs trust. The trust can be funded through a will, or any type of donation or gift made directly to the trust. Or the trust can be funded with life insurance policies. In this case, upon the death of one or both parents, the insurance policy pay-out would directly fund the trust for the benefit of the disabled person. Continue reading →

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