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Supplemental Needs Planning

2 items

  • 14th

    14th

    May, 2024

    Supplemental Needs Planning Update

    Supplemental Needs Planning Update

    As with federal and Illinois tax and trust law, recent law changes related to special needs planning have been modest but important...

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  • 18th

    18th

    Jan, 2017

    2017 Supplemental Needs Planning Update

    2017 Supplemental Needs Planning Update

    Congress Passes 21st Century Cures Act On December 13, 2016, President Obama signed the 21st Century Cures Act (the “Act”), which Congress had passed with strong bipartisan support. Prior to the Act, if an individual with disabilities under the age of 65 had their own assets and desired to transfer those assets to a supplemental

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Rivkin, Rivkin & Kaplan LLC Estate Planning
Delivering creative, client-centered, and technically-outstanding estate planning solutions since 1999.

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Lincolnshire, Illinois 60069

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