2012 Special Needs Trusts National Conference

October 10, 2012

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 their stories as leaders in the estate planning and special needs trusts fields. The conference…

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Portability Under the New Estate Tax Law

January 10, 2011

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.

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About Special Needs Trusts

October 13, 2010

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.

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