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!
Can a Trust Reduce Inheritance Tax?
How Do I Create a Trust?
Can Inheritance Tax Be Paid in Installments?