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Flexibility of a Special Needs Trust (SNT)

      In numerous consultations with the Successor Trustee of a deceased parent, usually a son or daughter, the issue of a disabled sibling arises. The disability may have increased over the years and the sibling is now, or shortly will be, receiving S.S.I. or Medi-Cal. Or, so they thought. Because the now deceased parent left all the children an inheritance, S.S.I. and/or Medi-Cal is not now possible.

Legally NEGATING Capital Gains Tax In the Trust Estate

      As we all know, capital gain is derived from the appreciation of assets. All of us hope our homes and other property increases in value after purchase. This appreciation results in capital gain. When we sell appreciated assets, there are tax ramifications which is called capital gains tax. Although the tax rate is considerably less than the income tax rate, it is still a tax. It diminishes that amount we can put in our pockets.

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Stephens Law Group
12526 High Bluff Dr.
Suite 200
San Diego, CA 92130
Phone: 858-792-0909
Fax: 858-792-0806
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Friday 9am-1pm

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