Special Needs Trusts

Special Needs Trusts

Protect your Child's Financial Future

Book - 2017 | 7th edition
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Ingram Publishing Services
Planning for the financial future of a loved one who receives disability? Understand that giving this person anything of value (such as in a regular will or trust) will result in a reduction of SSI and Medicaid. Avoid this cruel result by creating a special needs trust. This book explains how these trusts work, and shows you how to set one up, with or without a lawyer.
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.

Publisher: Berkeley, California : Nolo, 2017
Edition: 7th edition
ISBN: 1413324118
Branch Call Number: 332.024016 URB 2017
Characteristics: 299 pages : forms ; 23 cm
Additional Contributors: Fuller, Michele - Author


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