Morris Law Group


How much money should go into a Special Needs Trust?

In most cases, the answer is "as much as possible."

One solution many people choose is to divide their estate equally among all of their children and provide additional funds for the special needs trust through life insurance.

** Disclaimer Required by IRS Circular 230** Unless otherwise expressly approved in advance by the undersigned, any discussion of federal tax matters herein is not intended and cannot be used 1) to avoid penalties under the Federal tax laws, or 2) to promote, market or recommend to another party any transaction or tax-related matter addressed.

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