Thanks for your message. The Special Needs Trust itself is already a legal entity established with the assistance of an estate attorney. That's a done deal. My questions are about setting up a trust *account* to fund it, and if funding it will create a taxable event for us (vs. for the trust). Sorry if that was not clear.
I didn't realize this was posted in Business & Farm. Probably not the right place for it. Is it frowned upon to re-post it in a more appropriate forum category?
