Do You File Taxes or Not for Your Special Needs Trust?
This article from The Voice Newsletter March 2014 from the Special Needs Alliance is still a great guide for answering your special needs trust tax questions.
Out with the Old [Forms] and In With the New [Forms]

Alabama Family Trust has updated several forms that you should use from now on.  Please delete any older forms that you have downloaded previously. 

Representative Matt Fridy and Senator Cam Ward sponsored Bill SB-17 which the Alabama Legislature recently passed.  The updated forms reflect changes due to Bill SB-17 and can be found on our Documents page and are marked as "NEW!":
  • Confidential Information Form
  • First-Party Irrevocable Trust Agreement
  • Third-Party Irrevocable Trust Agreement
  • Third-Party Revocable Trust Agreement
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