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    Supplemental Needs Trust

    Is money distributed or spent on the beneficiary treated any differently in a special needs trust than any other complex irrevocable trust? I ask because my client is telling me that the CPA who has been doing the taxes in past years has never asked about distributions.

    #2
    Try this link. It is pretty comprehensive. http://www.specialneedsalliance.org/...al-needs-trust
    In addition, this organization has published several other issues dealing with this topic. Including one on distributions. Google for additional newsletters posted on-line.
    Last edited by Burke; 06-14-2017, 12:02 PM.

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      #3
      Great Article

      Thanks Burke, that article confirmed my thinking on the subject.

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