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  2. Special needs trust - Wikipedia

    en.wikipedia.org/wiki/Special_needs_trust

    A special needs trust, also known in some jurisdictions as a supplemental needs trust, is a specialized trust that allows the disabled beneficiary to enjoy the use of property that is held in the trust for his or her benefit, while at the same time allowing the beneficiary to receive essential needs-based government benefits.

  3. What is an irrevocable beneficiary? - AOL

    www.aol.com/finance/irrevocable-beneficiary...

    Naming minor children as beneficiaries, whether irrevocable or not, is generally not advisable. Instead, consider naming an adult or creating a trust to manage the funds on behalf of your children.

  4. Will Terminating an Irrevocable Trust Affect My Taxes? - AOL

    www.aol.com/terminating-irrevocable-trust-affect...

    The post Tax Consequences of Terminating an Irrevocable Trust appeared first on SmartReads by SmartAsset. Irrevocable trusts are typically established to protect assets from creditors, benefit the ...

  5. United States trust law - Wikipedia

    en.wikipedia.org/wiki/United_States_trust_law

    The term "grantor trust" also has a special meaning in tax law. A grantor trust is defined under the Internal Revenue Code as one in which the federal income tax consequences of the trust's investment activities are entirely the responsibility of the grantor or another individual who has unfettered power to take out all the assets. [20]

  6. We’re a retired couple in our 60s with one child who will ...

    www.aol.com/finance/retired-couple-60s-one-child...

    With Ethos Will & Trust, you can create a living trust online from the comfort of your own home in as little as 20 minutes. All documents created on the platform are vetted by experienced estate ...

  7. Crummey trust - Wikipedia

    en.wikipedia.org/wiki/Crummey_trust

    A Crummey provision is typically a provision within another trust [citation needed] and ordinarily works as follows. The grantor makes a gift to an irrevocable living trust. The trust beneficiaries are notified by the trustee that they have the power to withdraw some or all of the gift to the trust for a specified time period.

  8. Supplemental needs trust - Wikipedia

    en.wikipedia.org/wiki/Supplemental_needs_trust

    Supplemental needs trust is a US-specific term for a type of special needs trust (an internationally recognized term). [1] Supplemental needs trusts are compliant with provisions of US state and federal law and are designed to provide benefits to, and protect the assets of, individuals with physical, psychiatric, or intellectual disabilities, and still allow such persons to be qualified for ...

  9. Social Security: Do My Underage Children Get Benefits ... - AOL

    www.aol.com/finance/social-security-underage...

    To qualify for benefits, an eligible child can be a biological or adopted child, a stepchild or a dependent grandchild. They must also be unmarried and under the age of 18.

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