Special needs trusts : protect your child's financial future

by Kevin Urbatsch

Other authorsMichele Fuller-Urbatch (Author)
Print book, c2017

Status

Available

Call number

KF736 .U73

LCC

KF736 .U73

ISBN

9781413324112

Barcode

2000001411

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.

Language

Collection

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