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Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself.
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Tag Archives for: "supplemental needs trust"
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 How is Special Needs Trust Taxed?
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By Harry Margolis
In Irrevocable Trusts, Special Needs Planning
Posted April 17, 2024

How is Special Needs Trust Taxed?

Question: My sister is the sole beneficiary of a small irrevocable third-party supplemental benefit trust which on her death provides for distribution of accumulated principal and undistributed [...]

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This comprehensive guide provides all you need to know (in plain English).

Harry Margolis book: The Baby Boomers Guide to Estate Planning

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(An Amazon Prime Reading selection)

Read Sample Chapters

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