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Should expenses for Special Needs Trust be paid from income or principal?

tpm
Level 1
 
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IRonMaN
Level 15

I think you would want to start with the income side of things.


Slava Ukraini!

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3 Comments 3
Marc-TaxMan
Level 8
Do you mean expenditures for the benefit of the disabled person, such as rent or food?  Or expenses of admin such as Trustee fee?
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IRonMaN
Level 15

I think you would want to start with the income side of things.


Slava Ukraini!
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sjrcpa
Level 15

What does the trust document say?

The more I know, the more I don't know.
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