Supplemental Needs Trust Planning
By adding supplemental needs planning to your legacy or by creating a current Supplemental Needs Trust, you can greatly improve the quality of life of an individual with special needs.
Estates, Trusts and Administration
By adding supplemental needs planning to your legacy or by creating a current Supplemental Needs Trust, you can greatly improve the quality of life of an individual with special needs.
Stewart Law, P.A. is pleased to announce that Todd A. Stewart has been included in the 2023 edition of The Best Lawyers in America®. Since it was first published in 1983, Best Lawyers has become universally regarded as the definitive guide to legal excellence. “Best Lawyers was founded more than 40 years ago to recognize the exceptional […]
Here at Stewart Law, we’re able to guide clients through this process and establish a structure that not only protects personal assets from rental property creditor claims, but also fits seamlessly into their estate plans.
In other words, the focus shouldn’t be on staying out of someone else’s business, but really overseeing all aspects of your own. We have the legal tools, including ones for the Proactive Business Owner and the Proactive Family Leader, to help you “mind your financial health”.
Please join us in celebrating and congratulating John on his new role as Partner at Stewart Law, P.A.
When you give assets to someone during your lifetime or through your estate, the gifts are subject to gift and estate taxes. Fortunately, current laws provide for a large gift and estate tax exemption—an amount you can give before you face any tax liability.