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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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Archives

Tag Archives for: "trustees of special needs trusts"
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 How Do We Find an Independent Trustee for Special Needs Trust?
0
By Harry Margolis
In Special Needs Planning
Posted May 7, 2025

How Do We Find an Independent Trustee for Special Needs Trust?

Question: I am involved with a special needs trust that seems to require an independent trustee, and because of possible conflict between two residuary distributees (after the prime [...]

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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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 How Much Can You Distribute from a Special Needs Trust Each Year?
0
By Harry Margolis
In Special Needs Planning
Posted July 31, 2023

How Much Can You Distribute from a Special Needs Trust Each Year?

Question: Do you know of a good resource to give SNT trustees more information/education about safe withdrawal rates? Being a trustee of a friend’s trust is a very, very difficult job, [...]

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 How are Trustee Fees Paid from a Special Needs Trust?
0
By Harry Margolis
In Special Needs Planning, Trustee
Posted February 16, 2021

How are Trustee Fees Paid from a Special Needs Trust?

Question: How exactly does the trustee of a SNT get paid? Does any serving trustee have direct access to the trust account and withdraw funds to pay him or her self? Response: That’s right. [...]

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Wondering if a trust makes sense for you?

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

Harry Margolis book: The Baby Boomers Guide to Estate Planning

Get the Book
(An Amazon Prime Reading selection)

Read Sample Chapters

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