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Guest Expert: Kristin Carelton and Joseph Scott KozlowskiSpecial needs planning requires a robust estate plan and regular reviews, especially after the passing of the SECURE 2.0 Act. In this webinar, special needs planner Kristin Carleton and attorney Jo...
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A few comments from listeners when they were asked what the learned from the webinar:
Age doesn’t matter and he does not need to be receiving any govt benefit at the Trust setup
- Ray D.
Awareness on relative leaving an IRA to a special needs child, disqualifying them for any government related benefits.
- Jacqueline B.
First, the complexity of the subject matter was quite significant. I learn about the exceptions of the 10-year RMD rule.
- Alfred M.
That all Special Needs Trusts pre-Secure Act 2.0 need to be at least looked at, if not totally re-written.
- Kathryn Y.
Stretch IRAs may or may not be permitted for the disabled individual is the trust is not written correctly.
- Noel R.
Age doesn’t matter and he does not need to be receiving any govt benefit at the Trust setup
- Ray D.
Awareness on relative leaving an IRA to a special needs child, disqualifying them for any government related benefits.
- Jacqueline B.
First, the complexity of the subject matter was quite significant. I learn about the exceptions of the 10-year RMD rule.
- Alfred M.
That all Special Needs Trusts pre-Secure Act 2.0 need to be at least looked at, if not totally re-written.
- Kathryn Y.
Stretch IRAs may or may not be permitted for the disabled individual is the trust is not written correctly.
- Noel R.
Age doesn’t matter and he does not need to be receiving any govt benefit at the Trust setup
- Ray D.
Awareness on relative leaving an IRA to a special needs child, disqualifying them for any government related benefits.
- Jacqueline B.
First, the complexity of the subject matter was quite significant. I learn about the exceptions of the 10-year RMD rule.
- Alfred M.
That all Special Needs Trusts pre-Secure Act 2.0 need to be at least looked at, if not totally re-written.
- Kathryn Y.
Stretch IRAs may or may not be permitted for the disabled individual is the trust is not written correctly.
- Noel R.