Special needs trusts : protect your child's financial future / Kevin Urbatsch & Michele Fuller-Urbatsch.
Material type:
TextPublisher: Berkeley, California : Nolo, 2017Edition: 7th editionDescription: 299 pages : forms ; 23 cmContent type: - text
- unmediated
- volume
- 9781413324112
- 1413324118
| Item type | Home library | Collection | Call number | Materials specified | Status | Date due | Barcode | Item holds | |
|---|---|---|---|---|---|---|---|---|---|
Adult Book
|
Main Library | NonFiction | 332.024 U72 | Available | 33111008759256 |
Enhanced descriptions from Syndetics:
Leave money to a loved one with a disability--without losing benefits
Use a special needs trust to provide financial security for your child (or anyone) with a disability, without jeopardizing important government benefits. Funds in a special needs trust do not count against eligibility for benefits and can be used to improve the quality of your child's life.
This book provides everything you need to know about special needs trusts--whether you make one yourself or have an attorney draft one for you. The authors explain:
how special needs trusts work the trustee's role ways to pass important information to successor trustees the pros and cons of joining a pooled trust, and creating special needs trust with or without a lawyer.
This 7th edition is thoroughly updated and includes new chapters on ABLE accounts and letters of intent.
Includes index.
Your legal companion for special needs trusts -- Planning for a loved one with special needs -- Who can benefit from a special needs trust -- How trust funds can (and cannot) be used -- Getting money into a special needs trust -- The trustee's job -- Choosing trustees -- Joining a pooled trust -- ABLE accounts -- Creating your special needs trust -- Finalizing and funding your special needs trust -- Preparing a letter of intent -- Where to get more help.