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 Read More >>
Webinar Recording – What You Need to Know About ABLE Accounts Beth Cohen King ABLE Accounts and what they mean for your special needs planning. Learn how to set up an ABLE Account in Massachusetts. Read More >>
Can Trust Pay for Voodoo Cure? Harry S. Margolis Case involving special needs trust payment for voodoo cure demonstrates challenges facing trustees. Margolis & Bloom, Wellesley and Boston, MA, 02481 Read More >>
Can You Put a Retirement Plan in a Special Needs Trust? Harry S. Margolis 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 Read More >>
“I’d be Honored”: Paving the Way For Your Special Needs Trustee – Preparing a Memorandum of Intent Karen B. Mariscal Learn the importance of preparing a memorandum of intent when asking a trustee to be responsible for your special needs family member Read More >>
Why You Might Want a SECURE SNT Harry S. Margolis The SECURE Act makes it more beneficial to have retirement plans payable to a special needs trust. Margolis & Bloom, Wellesley and Boston, MA, 02481. Read More >>
Special Needs Trusts and Retirement Benefits: A Complicated Subject Harry S. Margolis Importance of properly designating beneficiaries for special needs trusts so you don’t have to pay taxes on the funds prematurely. Read More >>
Choosing a Trustee for A Child’s Special Needs Trust intricatedesigns Choosing a Trustee for A Child’s Special Needs Trust Read More >>
Why Lawyers Should Think Twice About Serving as Trustee Jamie Marshall 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 Read More >>
What You Need to Know about Special Needs Trusts and Taxes Harry S. Margolis Most special needs trusts pass their income through to the beneficiary with special needs. Margolis & Bloom, Wellesley and Boston, MA, 02481. Read More >>