The Special Needs Planning Guide

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Author :
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

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Publisher : Jessica Kingsley Publishers
ISBN 13 : 0857006843
Total Pages : 360 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 360 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.

Pennsylvania Special Needs Planning Guide

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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:

Administering the California Special Needs Trust

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Author :
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.

The ABC's of Special Needs Planning --made Easy

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Author :
Publisher :
ISBN 13 : 9780972564205
Total Pages : 0 pages
Book Rating : 4.5/5 (642 download)

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Book Synopsis The ABC's of Special Needs Planning --made Easy by : Bart Stevens

Download or read book The ABC's of Special Needs Planning --made Easy written by Bart Stevens and published by . This book was released on 2002 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: This simple, step-by-step comprehensive guide helps families and professionals plan for the future care, supervision, security and quality of life for a person with special needs.

Legal Planning for Special Needs in Massachusetts

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Author :
Publisher :
ISBN 13 : 9781449087425
Total Pages : 308 pages
Book Rating : 4.0/5 (874 download)

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

Download or read book Legal Planning for Special Needs in Massachusetts written by Barbara D. Jackins Attorney and published by . This book was released on 2010-03 with total page 308 pages. Available in PDF, EPUB and Kindle. Book excerpt: Legal Planning for Special Needs is a must have resource for parents of children with disabilities and the professionals and advocates who assist them. In an easy-to-read, conversational style, the author covers the essential elements of SSI, guardianship, and estate planning when there is a child with a disability in the family. This book, which updates an earlier edition, covers the 2009 changes in the Massachusetts guardianship laws.

Life Planning for Adults with Developmental Disabilities

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Publisher : New Harbinger Publications
ISBN 13 : 1608825779
Total Pages : 214 pages
Book Rating : 4.6/5 (88 download)

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Book Synopsis Life Planning for Adults with Developmental Disabilities by : Judith Greenbaum

Download or read book Life Planning for Adults with Developmental Disabilities written by Judith Greenbaum and published by New Harbinger Publications. This book was released on 2007-05-01 with total page 214 pages. Available in PDF, EPUB and Kindle. Book excerpt: A Comprehensive Guide for Parents and Caregivers As any parent or caregiver of an individual with developmental disabilities can tell you, planning for the future of an adult with intellectual disabilities, Cerebral Palsy, severe autism, or another such condition requires hard work and good advice. While complete independence and self-reliance is out of reach for many adults with developmental disabilities, a productive, stable, and enjoyable life is certainly possible. But government and private support for parents and disabled individuals is scattered and difficult to negotiate. This book is a comprehensive guide to resources you can use to help an adult child or other individual with developmental disabilities for whom you care. The book begins by assessing the quality of life of the adult with a disability. It offers a wealth of suggestions for making that person's life even better. The book then focuses on long-term planning for the individual with a disability and helps answer the question, Who will take care of my child after I'm gone? •Learn effective ways to: Assess a disabled individual's strengths and need for support services •Develop a plan to for building a busy and productive life •Locate good housing and employment opportunities •Gather a supportive team of caregivers Advocate for a disabled individual with community agencies

Estate Planning for People with a Chronic Condition or Disability

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Author :
Publisher : Demos Medical Publishing
ISBN 13 : 9781935281078
Total Pages : 1120 pages
Book Rating : 4.2/5 (81 download)

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Book Synopsis Estate Planning for People with a Chronic Condition or Disability by : Martin M. Shenkman, CPA, MBA, JD

Download or read book Estate Planning for People with a Chronic Condition or Disability written by Martin M. Shenkman, CPA, MBA, JD and published by Demos Medical Publishing. This book was released on 2009-03-26 with total page 1120 pages. Available in PDF, EPUB and Kindle. Book excerpt: This is the first comprehensive estate-planning guide for those living with a chronic disease or disability. This book is targeted at those planning for the disbursement of their estates, no matter their size. Estate-planning is crucial for those living with a chronic disease or disability: individuals must express their preferences whether to receive long-term care at home rather than in a nursing home in the event that they become more disabled, and it is more important for one who has a chronic illness to name a power of attorney. Estate Planning for People with a Chronic Condition or Disability covers all of those topics plus: How to write your will How to determine how much life insurance your family needs How to figure out whether you need a living trust Learn about powers of attorney When to work with a lawyer, if you need to The book also includes downloadable sample forms for: Power of Attorney Living Will Designation of Proxy for Financial and Health Decisions

Moving Out

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Author :
Publisher :
ISBN 13 : 9781606130216
Total Pages : 0 pages
Book Rating : 4.1/5 (32 download)

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Book Synopsis Moving Out by : Dafna Krouk-Gordon

Download or read book Moving Out written by Dafna Krouk-Gordon and published by . This book was released on 2013 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Finding the right residential situation for an adult child with an intellectual disability doesn't have to be overwhelming. Discover the universal consideration most families should face before putting plans in place. This guide helps you make educated decisions to secure the housing that's best for your child and family.

Managing a Special Needs Trust

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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.

A Lawyer's Guide to Working with Special Needs Clients

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Author :
Publisher : American Bar Association
ISBN 13 : 9781641054683
Total Pages : 0 pages
Book Rating : 4.0/5 (546 download)

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Book Synopsis A Lawyer's Guide to Working with Special Needs Clients by : Richard A. Courtney

Download or read book A Lawyer's Guide to Working with Special Needs Clients written by Richard A. Courtney and published by American Bar Association. This book was released on 2019 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Persons with disabilities and their family members and caregivers face numerous challenges every day. But beyond those day-to-day issues, they often need assistance navigating bureaucracies and in developing plans for long-term care and financial security. This book, written by a special needs attorney, supplies essential information and valuable guidance to the issues involved in representing these clients. The book begins with advice on understanding and representing special needs clients and their families, including key questions to ask to tailor an appropriate plan. Subsequent chapters address other aspects of representing special needs clients, including: - Public benefits, including SSI, Medicare, and Medicaid- Special needs education issues- Special needs trusts- Financial issues- Ethical and practice risks- How to build a special needs legal practice

Legal Planning for Special Needs in Massachusetts

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Author :
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

Planning for the Future

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Publisher :
ISBN 13 : 9780912891217
Total Pages : 603 pages
Book Rating : 4.8/5 (912 download)

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Book Synopsis Planning for the Future by : L. Mark Russell

Download or read book Planning for the Future written by L. Mark Russell and published by . This book was released on 2006 with total page 603 pages. Available in PDF, EPUB and Kindle. Book excerpt: A handbook of information for parents as they plan for their child's life after their own deaths. Easy to understand, describes step-by-step all of the elements that parents must consider to provide a happy and fulfilling life for their child with a disability--Cover.

30 Days to Your Special Needs Trust

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Publisher : Rosalibean Publishing LLC
ISBN 13 : 9780996659239
Total Pages : 142 pages
Book Rating : 4.6/5 (592 download)

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Book Synopsis 30 Days to Your Special Needs Trust by : Rob Wrubel

Download or read book 30 Days to Your Special Needs Trust written by Rob Wrubel and published by Rosalibean Publishing LLC. This book was released on 2020-10-09 with total page 142 pages. Available in PDF, EPUB and Kindle. Book excerpt: 30 Days to Your Special Needs Trust - A Quick Start Guide to Your Special Needs Estate Plan Estate planning is an urgent issue for families who have a member with an intellectual or developmental disability. This crucial planning step can preserve income, health insurance and access to programs to support a person with disabilities, but too many families get stuck and don't act. Families cannot afford to get stuck. The potential value of benefits is too great to lose. 30 Days to Your Special Needs Trust focuses on simplifying the decisions families have to make. It encourages you to take action and complete your special-needs trust and estate plan to protect your family. This quick-start guide will help you: - Act quickly to protect valuable benefit programs - Learn the primary decisions to make in creating an estate plan - Create a list of names to fill key roles - Reduce stress when you finish this important planning step

Pennsylvania Special Needs Planning Guide

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Author :
Publisher :
ISBN 13 : 9781732564046
Total Pages : pages
Book Rating : 4.5/5 (64 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 2020 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Special Needs Planning: A Guide for Families in New York with a Loved One with a Disability

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Author :
Publisher : Lulu.com
ISBN 13 : 1312481773
Total Pages : 261 pages
Book Rating : 4.3/5 (124 download)

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Book Synopsis Special Needs Planning: A Guide for Families in New York with a Loved One with a Disability by : George Gray

Download or read book Special Needs Planning: A Guide for Families in New York with a Loved One with a Disability written by George Gray and published by Lulu.com. This book was released on 2014-10-10 with total page 261 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book is a resource to a care giver of a loved one with a disability to provide planning and advice on providing a fulfilling life for the loved one.

Administering the California Special Needs Trust

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Author :
Publisher : iUniverse
ISBN 13 : 1532001738
Total Pages : 551 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 551 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.