News & Analysis as of

Special Needs Trust Gift Tax

Proskauer Rose LLP

Wealth Management Update - November 2023

Proskauer Rose LLP on

November Interest Rates for GRATS, Sales to Defective Grantor Trusts, Intra-Family Loans and Split-Interest Charitable Trusts - The November Section 7520 rate for use with estate planning techniques such as CRTs, CLTs,...more

Adler Pollock & Sheehan P.C.

Can an ABLE Account Benefit Your Family?

A family with a disabled child faces difficult planning challenges. For many years, the most effective estate and financial planning tool for parents of a disabled child was a special needs trust (SNT). This trust type...more

Chambliss, Bahner & Stophel, P.C.

Making Gifts for Persons Who Have Special Needs

The end of the year is approaching and the holidays will soon be in full swing, a time when many people are getting ready to make gifts to their family members. Not only is this a great way to show love and support to...more

Chambliss, Bahner & Stophel, P.C.

Gifts to a Special Needs Trust Can Be Larger Than You May Think

The federal gift tax system is one of the most misunderstood concepts in special needs planning, and for good reason: it's incredibly complicated. This complexity has resulted in the propagation of one of the most common...more

Adler Pollock & Sheehan P.C.

Insight on Estate Planning - Year End 2013

In This Issue: - State death taxes can be hazardous to your estate - Can portability help preserve retirement benefits? - Provide for family members with special needs using an SNT - Estate...more

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