Special Disability Trusts

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Administering the California Special Needs Trust

Author : Kevin Urbatsch
Publisher : iUniverse
ISBN 13 : 146206051X
Total Pages : 434 pages
Book Rating : 4.4/5 (62 download)

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Book Synopsis Administering the California Special Needs Trust by : Kevin Urbatsch

Download or read book Administering the California Special Needs Trust written by Kevin Urbatsch and published by iUniverse. This book was released on 2011-12 with total page 434 pages. Available in PDF, EPUB and Kindle. Book excerpt: In Administering the California Special Needs Trust, author Kevin Urbatsch presents a guide for anyone assigned the duty of managing a Special Needs Trust for a person with a disability. Though geared toward those who never have administered a trust, it also provides sophisticated answers for experienced trustees concerning some of the unique responsibilities a trustee of a special needs trust will encounter. Urbatsch, a California attorney who has years of experience in assisting trustees to manage special needs trusts, has written extensively for both attorneys and families on how best to establish a special needs trust. Administering the Special Needs Trust addresses specific California issues that a special needs trust trustee encounters daily. In a question-and-answer format, it addresses how to - avoid the most common mistakes made by SNT trustees; - understand the type of public benefits available for California persons with disabilities; - learn how SNT disbursements will affect these public benefits; - best pay for a person with a disability's housing, caregiver costs, transportation, and related expenses; - handle SNT investments, accountings, and taxes; - terminate the SNT. With checklists, form documents, and law summaries included, Administering the Special Needs Trust contains a wide range of information for those charged with the responsibility of managing a special needs trust for people with disabilities.

Special Needs Trust Administration Manual

Author : Barbara D. Jackins
Publisher : iUniverse
ISBN 13 : 0595331068
Total Pages : 144 pages
Book Rating : 4.5/5 (953 download)

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Book Synopsis Special Needs Trust Administration Manual by : Barbara D. Jackins

Download or read book Special Needs Trust Administration Manual written by Barbara D. Jackins and published by iUniverse. This book was released on 2005 with total page 144 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Special Needs Trust Administration Manual is an invaluable guide for anyone who is managing a Special Needs Trust for a person with disabilities. in guiding trustees through the complicated rules of Special Needs Trusts. In clear and easy to understand language, the authors explain how a trustee can use trust funds to meet the financial needs of a person with disabilities while complying with the complex rules of government benefit programs. The Special Needs Trust Administration Manual covers a multitude of topics, including what trustees need to know about: who wants to know more about disability trusts and public benefits.

Managing a Special Needs Trust

Author : Barbara D. Jackins
Publisher :
ISBN 13 : 9780998814216
Total Pages : 0 pages
Book Rating : 4.8/5 (142 download)

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Book Synopsis Managing a Special Needs Trust by : Barbara D. Jackins

Download or read book Managing a Special Needs Trust written by Barbara D. Jackins and published by . This book was released on 2020 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: For Massachusetts residents, check out LEGAL PLANNING FOR SPECIAL NEEDS IN MASSACHUSETTS. Same great information written for MA programs. Managing a Special Needs Trust 2020 EDITION includes updates on: * Housing: How an ABLE account can be used to pay for housing expenses without reducing SSI benefits* Vacations: New SSI rules allow trust payment of vacation expenses for family members who travel with the beneficiary* A new financial product-the True Link card--allows the beneficiary to have spending money without reducing SSI benefits. As well as all the details you've come to expect in this comprehensive guideMANAGING A SPECIAL NEEDS TRUST: A GUIDE FOR TRUSTEES covers many topics you need to know, including: * What trustees need to know about public benefit programs such as SSI, SSDI, Medicare, and Medicaid* Taxes and special needs trusts* Payment of recreation, transportation, and medical costs* Housing subsidies * Trustee dutiesBy reading MANAGING A SPECIAL NEEDS TRUST, you will learn how a trustee can use trust funds to meet the financial needs of a person with disabilities and still comply with the complex rules of government benefit programs. THIS UPDATED BOOK IS RELEVANT TO ALL 50 STATES. While earlier editions were focused on Massachusetts' laws and procedures, this book applies to all states-the book covers uniform statues that have been adopted in most states. It also provides information on the rules of most major federal benefit programs that provide cash, medical benefits and housing subsidies to people with disabilities. MANAGING A SPECIAL NEEDS TRUST: A GUIDE FOR TRUSTEES is an invaluable resource for anyone who is managing a special needs trust.

Special Disability Trusts

Author :
Publisher :
ISBN 13 :
Total Pages : 1 pages
Book Rating : 4.:/5 (278 download)

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Book Synopsis Special Disability Trusts by :

Download or read book Special Disability Trusts written by and published by . This book was released on 2007 with total page 1 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Special Needs Trusts Handbook

Author : Begley, Canellos
Publisher : Wolters Kluwer
ISBN 13 : 0735572887
Total Pages : 2870 pages
Book Rating : 4.7/5 (355 download)

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Book Synopsis Special Needs Trusts Handbook by : Begley, Canellos

Download or read book Special Needs Trusts Handbook written by Begley, Canellos and published by Wolters Kluwer. This book was released on with total page 2870 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Administering the California Special Needs Trust

Author : Kevin Urbatsch
Publisher : iUniverse
ISBN 13 : 1532001738
Total Pages : 418 pages
Book Rating : 4.5/5 (32 download)

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Book Synopsis Administering the California Special Needs Trust by : Kevin Urbatsch

Download or read book Administering the California Special Needs Trust written by Kevin Urbatsch and published by iUniverse. This book was released on 2016-10-21 with total page 418 pages. Available in PDF, EPUB and Kindle. Book excerpt: Administering a special needs trust (SNT) is a very important job, which often has a profound impact on the life of persons with disabilities. In most cases, the SNT trustee is providing the beneficiary goods and services that improve their quality of life. In some cases, the SNT trustee may be the only person looking to the beneficiarys welfare. Thus, the role of SNT trustee is often a more substantial role than in many other types of trusteeships. The great SNT trustee is a solid financial manager, accountant, record keeper, legal counselor, public benefits advisor, social worker, housing coordinator, civil rights advocate, guardian, and life coach. This is why author Kevin Urbatsch published his book titled Administering the California Special Needs Trust. It has been five years since the book was published. The reception for it far exceeded expectations. There have been excellent reviews of how it has helped SNT trustees, beneficiaries, their families, and professionals who advise persons with disabilities. After reviewing the book, the Federal Financial Institutions Examination Council (FFIEC) flew Kevin to Washington D.C. to present to federal government bank auditors on what to look for when auditing corporate trustees when banks administer special needs trusts. Other than the numbers that change each year, like SSI or SSDI, the balance of the book was current and up-to-date. However, there were some subjects that were missing in the book plus a couple of big changes that occurred since publication, including the passage of the Affordable Care Act and the ABLE (Achieving a Better Life Experience) Act that provide excellent new tools for the SNT trustee. Kevin recruited several of his professional colleagues to assist in preparing this Second Edition of the book including Michele Fuller, Robert Nuddleman, Herb Thomas, Courtney Kosnik, Scott MacDonald, and Daniel Cutter. With their assistance, Kevin added the following new chapters to the book Paying Caregivers, Paying Trustees Fees, Understanding and Utilizing ABLE Accounts, and Protecting the SNT Trustee. Kevin was also able to update and revise the information in the balance of the book and provide additional forms to make the job of being an SNT trustee safer and more efficient. With the checklists, form documents and law summaries included, Administering the Special Needs Trust contains a wide range of information for those charged with the responsibility of managing an SNT for persons with disabilities.

Special Needs Trusts Handbook

Author : Thomas D. Begley (Jr.)
Publisher : Aspen Pub
ISBN 13 : 9780735572881
Total Pages : 1156 pages
Book Rating : 4.5/5 (728 download)

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Book Synopsis Special Needs Trusts Handbook by : Thomas D. Begley (Jr.)

Download or read book Special Needs Trusts Handbook written by Thomas D. Begley (Jr.) and published by Aspen Pub. This book was released on 2008-05-08 with total page 1156 pages. Available in PDF, EPUB and Kindle. Book excerpt: Special Needs Trusts Handbook is the single-volume, comprehensive resource that enables you to handle the complex requirements of drafting and administering trusts for clients who are mentally or physically disabled, or who wish to provide for others with disabilities. This one-of-a-kind reference enables you to determine which trust is appropriate, how to draft each trust to cover specific issues, and how to administer each trust - making certain that your client maintains public benefits while still receiving funds from the trust. An emerging new field for most practitioners, the area of special needs trusts requires a single, reliable reference. Special Needs Trusts Handbook fills that need completely, including forms on bonus CD-ROM. You gain instant access to: Clear analysis of all aspects of special needs trusts Instructions and practice tips on how to define and meet each clientand’s needs Practical tools for properly administering special needs trusts Step-by-step guidance on what needs to be done, when, why, and by whom All the advice you need to coordinate the benefits and needs of the incapacitated Help in determining if your state is an SSI state, non-SSI state, 209(b) stateand—and more! A full understanding of the two types of special needs trusts and—third-party and self-settled Complete coverage of structured settlements Clarification of the various public benefits programs, including Medicaid, Section 8 Housing, Social Security, Medicare, and more Analysis and guidance regarding tax provisions Numerous examples to illustrate reliable solutions to key problems Extensive guidance on drafting various instruments A single, time-saving resource that eliminates the need to search across numerous references whenever a new question arises

Special Disability Trusts

Author : Stephen Booth
Publisher :
ISBN 13 : 9781921130687
Total Pages : 44 pages
Book Rating : 4.1/5 (36 download)

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Book Synopsis Special Disability Trusts by : Stephen Booth

Download or read book Special Disability Trusts written by Stephen Booth and published by . This book was released on 2007 with total page 44 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Pennsylvania Special Needs Planning Guide

Author : Anna Sappington
Publisher :
ISBN 13 : 9780997019926
Total Pages : pages
Book Rating : 4.0/5 (199 download)

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Book Synopsis Pennsylvania Special Needs Planning Guide by : Anna Sappington

Download or read book Pennsylvania Special Needs Planning Guide written by Anna Sappington and published by . This book was released on 2017 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

The Special Needs Planning Guide

Author : Cynthia R. Haddad
Publisher : Paul H Brookes Publishing
ISBN 13 : 9781681254319
Total Pages : pages
Book Rating : 4.2/5 (543 download)

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Book Synopsis The Special Needs Planning Guide by : Cynthia R. Haddad

Download or read book The Special Needs Planning Guide written by Cynthia R. Haddad and published by Paul H Brookes Publishing. This book was released on 2022 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: "Written with both compassion and expertise, this bestselling book provides families with a comprehensive guide to planning for the lifetime needs of a child with disabilities. It presents the Five Factors readers need to consider-family and support, emotional, financial, legal, and government benefits-and how to plan for these factors at every stage of a child's life. The second edition includes updates based on current law, fully revised chapters with a wealth of practical recommendations, and a ten-step, manageable planning process. Online resources include fillable timelines, worksheets, and other planning documents to help families create a secure, full, and happy life for and with their child"--

The Complete Guide to Creating a Special Needs Life Plan

Author : Hal Wright
Publisher : Jessica Kingsley Publishers
ISBN 13 : 0857006843
Total Pages : 370 pages
Book Rating : 4.8/5 (57 download)

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Book Synopsis The Complete Guide to Creating a Special Needs Life Plan by : Hal Wright

Download or read book The Complete Guide to Creating a Special Needs Life Plan written by Hal Wright and published by Jessica Kingsley Publishers. This book was released on 2013-07-28 with total page 370 pages. Available in PDF, EPUB and Kindle. Book excerpt: The purpose of special needs planning is to create the best possible life for an adult with a disability. This book provides comprehensive guidance on creating a life plan to transition a special needs child to independence or to ensure they are well cared for in the future. Beginning with a vision of a meaningful life for the child, Hal Wright explains how to form a practical plan to reach these goals, how to mentor personal empowerment and task skills, and how to create circles of support to sustain a life plan. He next looks at employment and residential options, and government programs available in the United States. Finally he talks the reader through important financial and legal considerations, including how to fund and manage a special needs trust. This book will be essential reading for all parents or guardians of a child with a cognitive, mental or physical impairment. It will also be of interest to attorneys, financial planners, insurance agents, trust officers and other professionals looking to better serve the special needs community.

Special Needs Financial Planning

Author : Lusina Ho
Publisher : Cambridge University Press
ISBN 13 : 1108481205
Total Pages : 397 pages
Book Rating : 4.1/5 (84 download)

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Book Synopsis Special Needs Financial Planning by : Lusina Ho

Download or read book Special Needs Financial Planning written by Lusina Ho and published by Cambridge University Press. This book was released on 2019-07-04 with total page 397 pages. Available in PDF, EPUB and Kindle. Book excerpt: First comparative study of major special needs financial planning mechanisms, namely guardianship, enduring/lasting powers of attorney, and special needs trusts.

New Times, New Challenges

Author : Kenney F. Hegland
Publisher :
ISBN 13 :
Total Pages : 316 pages
Book Rating : 4.F/5 ( download)

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Book Synopsis New Times, New Challenges by : Kenney F. Hegland

Download or read book New Times, New Challenges written by Kenney F. Hegland and published by . This book was released on 2010 with total page 316 pages. Available in PDF, EPUB and Kindle. Book excerpt: Students taking Elder Law or Health Law might find this book helpful to get a quick introduction to topics you don't cover in your course or as a second opinion for those you do. As a savvy law professor, even if you don't teach those courses, particularly if you don't teach those courses, you get tough questions from friends and relatives -- "Should I have a living trust? What's a health care power of attorney? What's a disgruntled heir?" Here's help for dire times. Written by a law professor with the practical insights of an elder law lawyer, it covers everything from retirement (finances, housing, Medicare) to advance directives, elder abuse to nursing homes, scams, bill collectors, age discrimination, to disability in the family and hospice. It even covers sex, driving, and what it feels like growing old, having everyone start calling you "dear" and giving you, without even asking, those dreaded discounts. This book is a rewrite of Alive and Kicking: Legal Advice for Boomers by Kenney F. Hegland and Robert B. Fleming. "[A]n engaging, even entertaining and uplifting, book about a subject most of us who are getting on in life often avoid: arranging our affairs for our latter years to avoid medical, financial, and legal troubles. I will use it myself and recommend it to patients, friends, and loved ones." -- Andrew Weil, M.D., author of Healthy Aging "An encyclopedic legal reference with the down-home philosophy and wit of a Will Rogers. Astoundingly exhaustive in its range of subjects, the book provides accurate, to-the-point legal advice wryly enriched by poetry, humor, and existential musings." -- Charles Sabatino, principal author of American Bar Association's Legal Guide for Older Americans"Kenney Hegland is simply one of the best writers on any law faculty." -- Thomas E. Sullivan, Dean, College of Law, University of Minnesota"[This book] isn't afraid to crack a joke or bust our a poem now and again, giving a different and attractive flavor, making it highly recommended for anyone who is rapidly approaching retirement age and wants to be prepared for it in the modern world. Also recommended to community library law shelves." -- Wisconsin Bookwatch

Third Party and Self-created Trusts

Author : Clifton B. Kruse
Publisher : American Bar Association
ISBN 13 :
Total Pages : 300 pages
Book Rating : 4.F/5 ( download)

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Book Synopsis Third Party and Self-created Trusts by : Clifton B. Kruse

Download or read book Third Party and Self-created Trusts written by Clifton B. Kruse and published by American Bar Association. This book was released on 1998 with total page 300 pages. Available in PDF, EPUB and Kindle. Book excerpt:

A Practical Guide to Estate Planning for a Family with a Special Needs Child

Author : Sebastian V. Grassi, Jr.
Publisher : ALI-ABA
ISBN 13 : 0831899840
Total Pages : 373 pages
Book Rating : 4.8/5 (318 download)

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Book Synopsis A Practical Guide to Estate Planning for a Family with a Special Needs Child by : Sebastian V. Grassi, Jr.

Download or read book A Practical Guide to Estate Planning for a Family with a Special Needs Child written by Sebastian V. Grassi, Jr. and published by ALI-ABA. This book was released on 2010 with total page 373 pages. Available in PDF, EPUB and Kindle. Book excerpt:

California Guide to Tax, Estate & Financial Planning for the Elderly

Author : Stuart D. Zimring
Publisher :
ISBN 13 : 9780820550688
Total Pages : 0 pages
Book Rating : 4.5/5 (56 download)

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Book Synopsis California Guide to Tax, Estate & Financial Planning for the Elderly by : Stuart D. Zimring

Download or read book California Guide to Tax, Estate & Financial Planning for the Elderly written by Stuart D. Zimring and published by . This book was released on 2001 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Legal Planning for Special Needs in Massachusetts

Author : Barbara Jackins
Publisher :
ISBN 13 : 9780998814223
Total Pages : 0 pages
Book Rating : 4.8/5 (142 download)

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Book Synopsis Legal Planning for Special Needs in Massachusetts by : Barbara Jackins

Download or read book Legal Planning for Special Needs in Massachusetts written by Barbara Jackins and published by . This book was released on 2023-03-21 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: A PRACTICAL GUIDE TO LEGAL PLANNING for Massachusetts parents of children with special needs. In a relaxed conversational style, Attorney Barbara Jackins explains the essential elements of SSI, guardianship, public benefits, and estate planning when there is a family member with a disability. Families will find the information they need to:* Obtain SSI benefits for a child who is age 18 or older* Contribute to a child's financial support without reducing public benefits* Understand the court process for guardianship* Learn about the alternatives to guardianship* Secure a child's financial future with a special needs trust