Source: http://www.connecticutestateplanninglaw.com/Legal-Blog/Categories/Special-Needs-Trusts.aspx
Timestamp: 2017-06-23 13:45:30
Document Index: 278278237

Matched Legal Cases: ['art 1', 'art 1', 'art 2', 'art 2', 'art 1', 'art 1']

Connecticut Estate Planning Blog: Special Needs Trusts
Recent Posts in Special Needs Trusts Category What Events Trigger Changes to the Estate Plan? Part Three Posted on Dec 30, 2016 By John Massih Most events can be broken down into three categories Personal, Financial and Legal. A note on “Legal” changes Legal changes that can affect a plan include changes in the tax law, asset ...
Continue reading "What Events Trigger Changes to the Estate Plan? Part Three" » Permalink What Events Trigger Changes to the Estate Plan? Part Two Posted on Dec 23, 2016 By John Massih Most events can be broken down into three categories Personal, Financial and Legal. The following is a review of several common events in the Financial category, but it is by no means exhaustive: ...
Continue reading "What Events Trigger Changes to the Estate Plan? Part Two" » Permalink What Events Trigger Changes to the Estate Plan? Part One Posted on Dec 16, 2016 By John Massih Most events can be broken down into three categories Personal, Financial and Legal. The following is a review of several common events in the Personal category, but it is by no means exhaustive: ...
Continue reading "What Events Trigger Changes to the Estate Plan? Part One" » Permalink ABLE ACCOUNT: Is it the right tool for me? - Part Four Posted on Aug 19, 2016 By John Massih Uses of the ABLE Account A person receiving needs-based government benefits often has a dilemma when it comes to saving, whether for education or for unexpected events, all while maintaining public ...
Continue reading "ABLE ACCOUNT: Is it the right tool for me? - Part Four" » Permalink ABLE ACCOUNT: Is it the right tool for me? - Part Three Posted on Aug 12, 2016 By John Massih Tax Benefits ABLE accounts have tax benefits similar to 529 accounts. Qualified distributions from the account are not counted as taxable to either the contributor or the beneficiary. Qualified ...
Continue reading "ABLE ACCOUNT: Is it the right tool for me? - Part Three" » Permalink ABLE ACCOUNT: Is it the right tool for me? - Part Two Posted on Aug 5, 2016 By John Massih Financial Limitations on ABLE Accounts There are currently limitations as to the amount of savings that can be held in an ABLE account. The first such limitation deals with the annual contribution ...
Continue reading "ABLE ACCOUNT: Is it the right tool for me? - Part Two" » Permalink ABLE ACCOUNT: Is it the right tool for me? - Part One Posted on Jul 29, 2016 By John Massih There are many unique components of special needs planning, one of which is to ensure that individuals with special needs remain eligible for important needs-based government benefits such as ...
Continue reading "ABLE ACCOUNT: Is it the right tool for me? - Part One" » Permalink Estate Planning for Families with Special Needs Children - Part Three Posted on May 6, 2016 By Anne Massih “First Party” Special Needs and Pooled Interest Trusts If you are the person in Scenario 2 from Part 1 of this series (the person receiving governmental benefits) and you receive a ...
Continue reading "Estate Planning for Families with Special Needs Children - Part Three" » Permalink Estate Planning for Families with Special Needs Children - Part Two Posted on Apr 29, 2016 By Anne Massih Supplemental Needs Trusts If you are the person in Scenario 1 from Part 1 of this series (the parent or grandparent of a child with special needs), and you wish to provide your loved one with ...
Continue reading "Estate Planning for Families with Special Needs Children - Part Two" » Permalink Estate Planning for Families with Special Needs Children - Part One Posted on Apr 22, 2016 By Anne Massih Who Needs Special Needs Planning? Any family member or loved one with disabilities or special needs who relies (or may come to rely) on certain needs-based government benefits [e.g. Supplemental ...
Continue reading "Estate Planning for Families with Special Needs Children - Part One" » Permalink How Can an Irrevocable Trust Benefit You? Part 2 Posted on Feb 5, 2016 By John N. Massih, Esq. Last time, we discussed asset protection and protection against estate, income, and capital gains taxes through irrevocable trusts. Here are some other benefits of irrevocable trusts: Special Needs If ...
Continue reading "How Can an Irrevocable Trust Benefit You? Part 2" » Permalink How Can an Irrevocable Trust Benefit You? Part 1 Posted on Jan 29, 2016 By John N. Massih, Esq. Estate Tax Protection Insurance, real estate, brokerage and bank accounts, and other personal property can be transferred to your irrevocable trust to insulate the assets in your trust from inclusion ...
Continue reading "How Can an Irrevocable Trust Benefit You? Part 1" » Permalink How Do I Leave an Inheritance to My Child with Special Needs? Posted on Aug 4, 2013 By John Massih Special needs trusts in Connecticut are an invaluable tool for protecting children with special needs. The most common type of trust that we see used for this purpose is what is referred to as a ...
Continue reading "How Do I Leave an Inheritance to My Child with Special Needs?" » Permalink Connecticut Special Needs Planning Primer Posted on Jul 12, 2012 By John Massih The following Q&A is for general informational purposes only. Special needs planning is a complicated area of the law and this blog does not serve as specific advice to anyone. Before engaging in ...
Continue reading "Connecticut Special Needs Planning Primer" » Permalink Special Needs Trusts for Children and Grandchildren with Disabilities or Learning Disorders Posted on Apr 17, 2011 By John Massih A major concern we see amongst parents and grandparents that have kids/grandkids with special needs is that these loved ones will not be taken care of when they are gone. Many parents and grandparents ...
Continue reading "Special Needs Trusts for Children and Grandchildren with Disabilities or Learning Disorders" » Permalink Get To Know Our Attorneys