News & Analysis as of

SECURE Act › Special Needs Trust

Chambliss, Bahner & Stophel, P.C.

Passing Retirement Benefits to a Child With Special Needs

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Under the SECURE Act, disabled beneficiaries can stretch out inherited retirement account distributions beyond 10 years, provided their life expectancy is longer than the default 10-year rule. Generally, an Applicable...more

Chambliss, Bahner & Stophel, P.C.

Proposed Legislation Would Allow Families to Extend Impact of Special Needs Trusts to Charities

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Newly introduced legislation may soon alleviate a challenge families sometimes face when planning for a loved one living with disabilities. In general, any funds left to such a beneficiary should be left in a special needs...more

Chambliss, Bahner & Stophel, P.C.

Is It Possible to Put a Retirement Plan in a Special Needs Trust?

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Retirement plans often make up a significant portion of the assets of parents of children with special needs, or of individuals who have become disabled as adults. In such cases, the question arises as to whether the...more

Chambliss, Bahner & Stophel, P.C.

If Your Estate Plan Includes IRAs, a New Law Means It Is Time to Reevaluate

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Both workers and retirees may need to rethink some of their estate planning in light of the newest spending bill. The Setting Every Community Up for Retirement Enhancement (SECURE) Act, part of the massive bill, makes major...more

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