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More on Gifting to Minors – Custodial Accounts

By Gary A. Phillips & Steven M. Saraisky on June 21, 2011
Posted in Federal Gift, Estate and GST Tax

We recently posted a blog article on the choice between gifting to a 529 Plan or a Minor’s Gifting Trust.  There is a third option – transferring assets to a custodial account for the benefit of a minor.  In New Jersey and New York, these gifts would be made under the Uniform Transfers to Minors…

5 Tips to Smart Estate Planning When You Have a Special Needs Child

Posted on February 24, 2011
Posted in Estate Planning, Special Needs Trusts

Families who do their best to protect their children with special needs often make several critical mistakes in developing their family plan.  Lori Wolf and Mary Browning of Cole Schotz recently wrote an article for NJ Family about smart estate planning for a special needs child.  Click here to read the article.

Five Mistakes Commonly Made By Families of Special Needs Children

By Lori Wolf on November 19, 2009
Posted in Estate Planning, Special Needs Trusts

Families who do their best to protect their children with special needs often make several critical mistakes in developing their family plan. These mistakes are outlined below.

  1. 529 Plan.  Often there is a 529 Plan in the name of a special needs child. The existence of this account in a child’s name can affect

…

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