Special Needs Trusts: Protect Your Child's Financial Future [Paperback] Author: Stephen Elias Kevin Urbatsch | Language: English | ISBN:
1413318150 | Format: PDF, EPUB
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Create a special needs trust for a loved one's care and get peace of mind
If you care for a child or other loved one with a disability, you’ve no doubt thought about what will happen when you’re no longer able to give that care. Fortunately, there's a simple solution to this dilemma -- create a "special needs trust."
Special Needs Trusts shows you how to leave any amount of money to your disabled loved one -- without jeopardizing government benefits. It provides plain-English information and forms that let you create a special needs trust by modifying your will or living trust document.
Funds in a special needs trust can make a big difference in quality of life by paying for:
. annual independent check-ups
. personal care attendant or escort
. vehicles and transportation
. insurance
. rehabilitation
. essential dietary needs
. materials for recreation
. trips or vacations
. entertainment
. athletic training or competitions
. and much more.
Special Needs Trusts also provides a formal letter to the trustee, which explains this very important role, and a personal letter to the trustee, which provides crucial information about your loved one. This edition has been thoroughly revised to reflect the latest changes in the law, including updated eligibility requirements for government benefits, current resources, and an experienced perspective about when to make a special needs trust on your own and when to seek the services of an attorney. Forms are available to download at nolo.com.
Direct download links available for Download Special Needs Trusts: Protect Your Child's Financial Future [Paperback]
- Series: Special Needs Trusts
- Paperback: 296 pages
- Publisher: NOLO; Fifth Edition edition (April 30, 2013)
- Language: English
- ISBN-10: 1413318150
- ISBN-13: 978-1413318159
- Product Dimensions: 8.7 x 7.3 x 0.6 inches
- Shipping Weight: 1.1 pounds (View shipping rates and policies)
I like the eaey to read format. I like the fact that it breaks the subject down into easy to understand sections. I like the fact that it has a trust document filled out and explains in details how to write your own trust, what to say, and what not to say. AIt gives lots of examples and tells you when you need to consult a lawyer. It also has lots of references and helpful tips to remember when writing this type of document.
By Amy Goodman
I would recommend this book, and also the author's other book on managing a special needs trust. It's a great overview of what factors into these products. I would never attempt to write this kind of a trust without a lawyer, though.
By Eileen Auerbach
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