Special-Needs Trusts: How They Work and What Has Changed

Thursday, June 03, 2021

News & Press

Can you explain how a special-needs trust works? We have an adult child on disability and have been told we can set up a special-needs trust for her. We have an individual retirement account that we could assign to the trust, but we aren’t sure what the tax requirements are or if there has to be a required minimum distribution.