houstonssteaks
New Member
Hello,
We live in California and have established a special needs trust for our son. We want to fund it with a limited interest in our business. We petitioned the court and were informed by the judge that the correct agencies have not been notified. I know that Alta Regional must be notified. Does the IRS and Franchised tax board need to be notified. Can anyone give me a list of the agencies which must be notified to fund a special needs trust.
Thank You
Michael
We live in California and have established a special needs trust for our son. We want to fund it with a limited interest in our business. We petitioned the court and were informed by the judge that the correct agencies have not been notified. I know that Alta Regional must be notified. Does the IRS and Franchised tax board need to be notified. Can anyone give me a list of the agencies which must be notified to fund a special needs trust.
Thank You
Michael