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Fundamentals of Special Needs Trusts - Inheritance & Lifetime Gifting; Redirecting IRAs

1-3 Fundamentals of Special Needs Trusts § 3.03 Inheritance & Lifetime Gifting Redirecting IRAs In the same way that parents or grandparents sometimes fail to recognize the importance of directing a child/grandchild's inheritance to a SNT when the child/grandchild suffers from...

Fundamentals of Special Needs Trusts - Inheritance & Lifetime Gifting; Redirecting Inheritance into a First-Party SNT

1-3 Fundamentals of Special Needs Trusts § 3.03 Inheritance & Lifetime Gifting Redirecting Inheritance into a First-Party SNT The SNT attorney may be faced with a situation where a decedent leaves a bequest to an individual with a disability not understanding the adverse impact...

Special Needs Trusts: Inheritance & Lifetime Gifting

Transfers to third-party Special Needs Trusts by way of inheritance or lifetime gifting are efficient ways to fund third-party Special Needs Trusts. This chapter of Fundamentals of Special Needs Trusts provides details of how parents, grandparents, siblings and others can direct an inheritance to...