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Brent Baltzer
Yoni Markhoff

February 4, 2025

Published by Yoni Markhoff at February 4, 2025

Naming a Third-Party Special Needs Trust as a Beneficiary of Retirement Accounts

A third-party special needs trust (SNT) is an essential estate planning tool for families who want to provide financial support for a loved one with a […]

December 6, 2024

Published by Yoni Markhoff at December 6, 2024

Creating a Third-Party Special Needs Trust in a Will

A third-party special needs trust (SNT) is a valuable estate planning tool designed to provide for the financial and personal needs of individuals with disabilities without […]