McDonald Warner - Probate, Elder Law, & Special Needs

July 2018 Archives

Understanding special needs trusts

As the parent of an Arizona special needs child, you likely spend a good deal of time caring for him or her and providing for his or her needs. You also likely worry about who will care for your child and in what manner once you are no longer around to do so yourself.

The trust is useless unless it is funded

For Arizona residents and others, creating a trust can be an effective way to create a more complete estate plan. However, creating the trust is not enough to reap the benefits it can provide. In addition, an individual must fund it either while alive or through the use of a pour-over will. Assets such as bank accounts, homes and personal property can all be put into a trust's name.

Ideal time to use certain trusts

Arizona residents have many options when it comes to the types of trusts they can include in their estate plans. With the rise in interest rates that is expected to continue, individuals can reap the benefits of using grantor retained annuity trusts or charitable lead annuity trusts.

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