Bergman APC

Choosing Trustees for Special Needs Trusts : 5 considerations https://bergmanapc.com/choosing-trustees-for-special-needs-trusts-5-considerations/

ABLE Accounts In 2024: Save Up To $18,000 Annually - Bergman APC For nearly a decade, people with disabilities have had the option to accumulate savings in a special tax-free account – without risking their means-tested

Initiative to Protect Your Children From Being Forced to Sell

The "Repeal The Death" Tax Initiative Wants To Protect Your Children From Property Tax Reassessment - Bergman APC The Repeal the Death Tax initiative concerns property taxes. This initiative aims to restore the parent-child property transfer rules that allowed parents to

Repeal the Death Tax Protecting Prop. 13 for our children.

https://bergmanapc.com/lifetime-money-management-for-children-with-disabilities/

Lifetime Money Management For Children With Disabilities - Bergman APC Children with disabilities present a unique challenge for parents who are looking to engage in estate planning. For one, you will want to optimize your estate

What Happens To Assets Left In A Special Needs Trust On The Death Of The Beneficiary? - Bergman APC By their very nature, special needs trusts (SNTs) are usually designed to terminate, or at least radically change, when the trust's primary beneficiary dies.

https://bergmanapc.com/when-should-you-consider-changing-your-special-needs-plans-key-players/

When Should You Consider Changing Your Special Needs Plan’s Key Players? - Bergman APC You have completed and executed your plan for your special needs child.  Everyone you’ve selected to serve—your guardian, your trustee, your health care

https://bergmanapc.com/building-an-estate-plan-for-adult-children-with-disabilities-2/

Building An Estate Plan For Adult Children With Disabilities - Bergman APC Parents of adult children with disabilities know that their child's disability needs may change over the course of their lifetime. Planning for the future