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The Pollock Firm LLC
  • Home
  • About Us
    • Kevin A. Pollock, Esq., LLM
    • Elizabeth C. Ketterson, Esq.
    • Merideth E. Ketterer, Esq.
    • Pierson W. Backes, Esq.
    • Franklyn Z. Aronson, Emeritus
    • Joseph D. Priory, Emeritus
    • Supporting Staff
  • Practice Areas
    • Estate Planning
    • Tax Planning
    • Estate Administration
    • Trust Administration
    • Special Needs Planning
    • Business Law
    • Litigation
    • Guardianships
  • Blog
    • Kevin A. Pollock BLAWG
    • Snow Bird Attorney Blog
  • FAQs
    • Common Questions
    • COVID-19 Procedures
  • Contact Us
  • (609) 818-1555
  • Clients
    • Payment
    • Client Portal
The Pollock Firm LLC

Category: Special Needs Planning

February 10, 2020February 18, 2021Special Needs Planning

New Law Could Require Changes To Your Special Needs Trust Plan

Special Needs Trust as Beneficiary of an IRA

The new law specifically allows retirement money that is paid to a Special Needs Trust for a disabled person to be paid out over the lifetime of the disabled person. Whereas, retirement money paid to most adults that is not disabled must be withdrawn over ten years. Accordingly, it may actually be MORE tax efficient now to name a Special Needs Trust as beneficiary of an IRA.

May 30, 2018February 22, 2021Income Tax, IRA Stretch Trust, Special Needs Planning, Special Needs Trust, Third Party Special Needs Trust

Reasons to set up a Third Party Supplemental Needs Trust as an Accumulation IRA Stretch Trust

In a previous post, I described the Reasons to Set up a 3rd […]

March 21, 2018February 22, 2021Estate Administration, First Party Special Needs Trust, Self Settled Special Needs Trust, Special Needs Planning, Special Needs Trust, Supplemental Needs Trust, Third Party Special Needs Trust, Trust Planning

Reasons to set up a 3rd Party Supplemental Needs Trust as an Irrevocable Life Insurance Trust

3rd Party Supplemental Needs Trust

Recently, I wrote a post explaining the differences between a First Party Special […]

October 3, 2017February 25, 2021Special Needs Planning, Trusts

NJ Special Needs Trusts: Can the Trustee Buy Clothing?

NJ Special Needs Trusts: Can the Trustee Buy Clothing?

Although the federal government clearly changed the rules in 2005 to allow […]

December 17, 2013March 5, 2021Estate Administration, Estate Planning, Guardianship, Special Needs Planning

Right to Name Guardian for Minor Children When Parents are Separated or Divorced

Naming a Guardian

I was discussing the affect of a divorcee naming a guardian for […]

August 20, 2010March 16, 2021Medicaid, Pooled Trusts, Self Settled Special Needs Trust, Social Security, Special Needs Planning, Supplemental Security Income

Termination Clause in Special Needs Trust

Termination Clause in Special Needs Trust

The Social Security Administration has issued new rules, SI 01120.199, related to […]

August 18, 2010March 17, 2021Medicaid, Self Settled Special Needs Trust, Social Security, Special Needs Planning, Special Needs Trust, Third Party Special Needs Trust

What is a Self Settled Special Needs Trust?

What is a Self Settled Special Needs Trust?

There are generally two types of private special needs trusts: Third Party […]

December 2, 2009March 22, 2021Estate Planning, Self Settled Special Needs Trust, Special Needs Planning, Special Needs Trust, Supplemental Needs Trust, Third Party Trust

Special Needs Planning in NJ – Part 4 of 4

Trusts

Special Needs Trusts and Supplemental Needs Trusts In Part IV of this […]

December 1, 2009March 22, 2021Advanced Health Care Directives, Estate Planning, Guardianship, Life Insurance, Power of Attorney, Special Needs Planning, Special Needs Trust, Will

Special Needs Planning in NJ – Part 3 of 4

Estate Planning for A Special Needs Child

Estate Planning for A Special Needs Child In Part III of this […]

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The Pollock Firm LLC
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Attorneys at our law firm are
licensed in:

Florida
New Jersey
New York
Pennsylvania

Practice Area

  • Estate Planning
  • Tax Planning
  • Special Needs Planning
  • Estate Administration
  • Trust Administration
  • Business Law
  • Litigation
  • Guardianships

Office Locations

Princeton, New Jersey Office
100 Federal City Road
Suite #C-104
Lawrenceville, NJ 08648
(609) 818-1555
Boca Raton, Florida Office
5499 N. Federal Highway, Suite K
Boca Raton, FL 33487
(561) 247-1557
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