Special Needs Trust Archives

What Is a Special-Needs Trust in Utah?

by erik@empirical360.com | Feb 8, 2021 | Estate Planning, Trusts

Being a parent or guardian presents its challenges, but being the parent or guardian of someone with special-needs can be uniquely challenging, especially when planning for their future. A Special-Needs Trust is a form of estate planning that concentrates...

Providing Assistance To Loved Ones For Higher Education Or Special Needs Through Plans 529 And 529a (Able Act)

by erik@empirical360.com | Jan 9, 2017 | General

Historically Section 529 of the Internal Revenue Code has applied only to tax savings related to higher education; however, the new Section isthI529A, the ABLE Act, was recently enacted to provide a convenient way to help a loved one with special needs. There are...

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What Is a Special-Needs Trust in Utah?

Providing Assistance To Loved Ones For Higher Education Or Special Needs Through Plans 529 And 529a (Able Act)

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