Tools to Guide Your Trustee: 3 Memoranda of Intent
Harry S. Margolis
A memorandum of intent can ensure that trustees carry out the grantor’s goals in creating the trust
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A memorandum of intent can ensure that trustees carry out the grantor’s goals in creating the trust
ABLE Accounts and what they mean for your special needs planning. Learn how to set up an ABLE Account in Massachusetts.
Case involving special needs trust payment for voodoo cure demonstrates challenges facing trustees. Margolis & Bloom, Wellesley and Boston, MA, 02481
After the SECURE Act, it may be worth it to have a retirement plan payable to a special needs trust. Margolis & Bloom, Wellesley and Boston, MA, 02481
Learn the importance of preparing a memorandum of intent when asking a trustee to be responsible for your special needs family member
The SECURE Act makes it more beneficial to have retirement plans payable to a special needs trust. Margolis & Bloom, Wellesley and Boston, MA, 02481.
Importance of properly designating beneficiaries for special needs trusts so you don’t have to pay taxes on the funds prematurely.
Choosing a Trustee for A Child’s Special Needs Trust
A Massachusetts attorney was disciplined for serving as trustee of a special needs trust that lost all of its assets due to the self dealing of a co-trustee
Most special needs trusts pass their income through to the beneficiary with special needs. Margolis & Bloom, Wellesley and Boston, MA, 02481.
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Wellesley, MA 02481
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