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
Contact Us: 781-705-6400
Contact Us: 781-705-6400
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.
The SECURE Act requires the review of trusts designed to hold inherited IRAs. Margolis & Bloom, Wellesley, MA, 781-705-6400
Handout compares benefits and disadvantages of ABLE accounts and special needs trusts. Margolis & Bloom, Wellesley, MA, 781-705-6400