Status
Available
Call number
LCC
KF736 .U73
ISBN
9781413324112
Publication
Berkeley, CA : Nolo
Physical description
266 p.; 23 cm
Local notes
Special Needs Trusts contents: Ch. 1 - Planning for a loved one with special needs. Ch. 2 - Who can benefit from a special needs trust. Ch. 3 - How trust funds can (and cannot) be used. Ch. 4 - Getting money into a special needs trust. Ch. 5 - The trustee's job. Ch. 6 - Choosing trustees. Ch. 7 - Joining a pooled trust. Ch. 8 - ABLE accounts. Ch. 9 - Creating your special needs trust. Ch. 10 - Finalizing and funding your special needs trust. Ch. 11 - Preparing a letter of intent. Ch. 12 - Where to get more help. Appendixes A - Letter to trustee. Appendixes B - Sample letter of intent. Appendixes C - Using the e-forms. Includes table of contents and index.
Description
Presents advice on setting up and managing a special needs trust, covering trust benefits, funding, duties of trustees, pooled trusts, taxes, wills, and death of beneficiaries.