Supplemental Needs Trust

[Kram BergGold]

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.

[Burke]

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.

[Kram BergGold]

Great Article

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