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Attorneys and Counselors based in Great Falls, Montana

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Scott, Tokerud, and McCarty
Great Falls, Montana, Estate Planning Law Firm
Scott, Tokerud, and McCarty
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  • Home
  • Practice Areas
    • Estate Planning
    • Estate Administration
    • Elder Law
    • Business Law
  • Webinars/Seminars
  • Resources
    • Blog
    • FAQs
    • Newsletters
    • Videos
    • Client Forms
    • Client Portal Login
    • Online Payments
  • About
  • Contact

Category Archives: Special Needs Planning

Mar172022

Distinctions Between a First-Party Special Needs Trust and a Third-Party Supplemental Needs Trust

Blog, Special Needs PlanningMarch 17, 2022

First Party Versus Third Party SNT A First-Party Special Needs Trust (SNT) and a Third-Party Supplemental Needs Trust (SNT) are…

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Nov152021

Gifting to a Minor with Special Needs

Blog, Special Needs PlanningNovember 15, 2021

Gifting to a Minor with Special Needs We previously have posted blog entries about special needs planning and about gifting. …

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Apr222021
IRS Issues New Rules for ABLE Accounts

IRS Issues New Rules for ABLE Accounts

Special Needs Planning, TaxApril 22, 2021

ABLE accounts were authorized by the Achieving a Better Life Experience Act of 2014 and can be an excellent resource…

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