OUR FORMS
Getting Started with Your Special Needs Trust
Legacy Enhancement can assist you with the establishment and maintenance of your pooled special needs trust or minor's trust. If you’d like to request a distribution or are interested in learning more about allowable and/or restricted purchases, please see the forms below. You may also change your contact information using our downloadable Change of Contact Information form.
For more assistance, or if you have additional questions, please call us at (888) 988-5503. Free consultations are available!
Keep Up With Legacy
Read Our blog to stay updated-
Can Trusts Distribute Losses?
Before you can understand whether a trust can distribute losses, it’s important to first understand the term distributable net income (DNI). This term ... read more
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How Are Trusts Taxed?
A trust is a great tool to add to your estate plan because it can help your family accumulate wealth for future generations. A trust is a legal entity ... read more
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Can a Trust Reduce Inheritance Tax?
Paying taxes is an inevitable part of life in the United States, but there are certain ways to reduce the amount of taxes you have to pay. Inheritance ... read more
