Monthly Archives: April 2017

Terminating a Special Needs Trust

2020-06-26T15:05:01-04:00

By Charlene K. Quade, Esq. Individuals establish special needs trusts (SNTs) to protect assets intended to supplement means-tested government benefits for a sole beneficiary, and to preserve the individual’s eligibility for such programs. SNTs exist in the form of first party, first party pooled, third party, and third party pooled trusts. First party and first [...]

Terminating a Special Needs Trust2020-06-26T15:05:01-04:00

Filing a Tax Return for a Special Needs Trust: What a Trustee Needs to Know at Tax Time

2020-07-08T09:22:52-04:00

The Voice is the e-mail newsletter of The Special Needs Alliance. This installment of The Voice was written by Special Needs Alliance member Tara Anne Pleat, Esq.. Tara is a founding partner of the law firm of Wilcenski & Pleat PLLC in Clifton Park, New York. She practices in the areas of Special Needs Planning, Elder Law, and Trust and Estate Planning and Administration. Tara writes and lectures frequently on issues affecting individuals with disabilities and their families.

Filing a Tax Return for a Special Needs Trust: What a Trustee Needs to Know at Tax Time2020-07-08T09:22:52-04:00

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