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The Resource Special needs trusts : protect your child's financial future, Kevin Urbatsch & Michele Fuller

Special needs trusts : protect your child's financial future, Kevin Urbatsch & Michele Fuller

Label
Special needs trusts : protect your child's financial future
Title
Special needs trusts
Title remainder
protect your child's financial future
Statement of responsibility
Kevin Urbatsch & Michele Fuller
Creator
Contributor
Subject
Genre
Language
eng
Summary
Create a trust that provides financial security for a loved one with special needs without jeopardizing government benefits. The sixth edition provides eligibility requirements for government benefits, current resources, and a new perspective on when to make a trust independently and when to seek an attorney's help
Member of
Cataloging source
ZHS
http://bibfra.me/vocab/lite/collectionName
Special needs trusts (Berkeley, Calif.)
http://library.link/vocab/creatorName
Urbatsch, Kevin
Illustrations
forms
Index
index present
LC call number
KF736.S87
LC item number
U73 2015
Literary form
non fiction
Nature of contents
  • bibliography
  • handbooks
http://library.link/vocab/relatedWorkOrContributorName
Fuller, Michele
http://library.link/vocab/subjectName
  • Supplemental-needs trusts
  • Children with disabilities
  • People with disabilities
  • Parents of children with disabilities
  • Supplemental-needs trusts
  • Trusts and trustees
  • Estate planning
Label
Special needs trusts : protect your child's financial future, Kevin Urbatsch & Michele Fuller
Instantiates
Publication
Bibliography note
Includes bibliographical references and index
Carrier category
volume
Carrier category code
nc
Carrier MARC source
rdacarrier
Content category
text
Content type code
txt
Content type MARC source
rdacontent
Contents
  • Your legal companion for special needs trusts. 1. Planning for a loved one with special needs : Why you may want to make a special needs trust ; How a special needs trust can help ; Who can benefit from a special needs trust ; Who can set up a special needs trust ; Alternatives to a special needs trust ; How a special needs trust works: nuts and bolts -- 2. Who can benefit from a special needs trust : Someone with a permanent or severe disability who is unable to earn a living ; Someone who may get better ; Someone who may need a special needs trust later ; Someone who is eligible for Medicare or SSDI ; Someone who needs assistance managing an inheritance -- 3. How trust funds can (and cannot) be used : SSI income and resource limits: an overview ; Assets in the special needs trust ; What special needs trust funds can be used for ; Gifts of cash ; Payments for food or shelter ; Gifts of food or shelter from other sources ; What the trustee should not pay for: countable assets -- 4. Getting money into a special needs trust : What assets to put into a special needs trust ; How much money will your loved one need? ; How to leave money to a special needs trust ; Don't commingle the beneficiary's property with trust property -- 5. The trustee's job : The trustee's basic duties ; Working with a guardian or conservator ; Investing trust property ; Spending trust money for the beneficiary ; Managing a remainder beneficiary's property ; Preserving eligibility for SSI and Medicaid ; Paying taxes ; Going to court ; Letter to trustee --
  • 6. Choosing trustees : An overview of your options ; Signing up for a pooled trust ; Picking the ideal trustee ; Naming the initial trustee ; Naming successor trustees ; Naming cotrustees ; Naming a professional or corporate trustee ; Using a trust protector or trust advisory committee -- 7. Joining a pooled trust : An overview of pooled trusts ; Can you use a pooled trust? ; How pooled trusts work ; Joining a pooled trust ; What happens when the trust ends -- 8. Creating your special needs trust : Drafting the trust document ; Making the trust legal and effective ; Keeping the special needs trust up to date ; Sample special needs trust -- 9. Finalizing and funding your special needs trust : Making your trust legal ; Taxes ; Opening the trust's deposit account ; Incorporating the trust into your estate plan -- 10. Where to get more help : Lawyers ; Paralegals ; Certified financial planners ; SSA and Medicaid personnel ; Keeping up to date ; Books -- Appendixes. A. Pooled trusts -- B. Letter to trustee : Managing a special needs trust ; Documenting the authority of successor trustees -- C. Sample beneficiary information letter -- D. Using the eForms : Using the RTFs ; List of forms
Dimensions
23 cm
Edition
6th ed.
Extent
284 pages
Isbn
9781413321425
Issn
2167-5716
Media category
unmediated
Media MARC source
rdamedia
Media type code
n
Other physical details
forms;
System control number
  • 2280970
  • (OCoLC)908118624
  • (OCoLC)ocn908118624
  • 2248966
  • 2280970
Label
Special needs trusts : protect your child's financial future, Kevin Urbatsch & Michele Fuller
Publication
Bibliography note
Includes bibliographical references and index
Carrier category
volume
Carrier category code
nc
Carrier MARC source
rdacarrier
Content category
text
Content type code
txt
Content type MARC source
rdacontent
Contents
  • Your legal companion for special needs trusts. 1. Planning for a loved one with special needs : Why you may want to make a special needs trust ; How a special needs trust can help ; Who can benefit from a special needs trust ; Who can set up a special needs trust ; Alternatives to a special needs trust ; How a special needs trust works: nuts and bolts -- 2. Who can benefit from a special needs trust : Someone with a permanent or severe disability who is unable to earn a living ; Someone who may get better ; Someone who may need a special needs trust later ; Someone who is eligible for Medicare or SSDI ; Someone who needs assistance managing an inheritance -- 3. How trust funds can (and cannot) be used : SSI income and resource limits: an overview ; Assets in the special needs trust ; What special needs trust funds can be used for ; Gifts of cash ; Payments for food or shelter ; Gifts of food or shelter from other sources ; What the trustee should not pay for: countable assets -- 4. Getting money into a special needs trust : What assets to put into a special needs trust ; How much money will your loved one need? ; How to leave money to a special needs trust ; Don't commingle the beneficiary's property with trust property -- 5. The trustee's job : The trustee's basic duties ; Working with a guardian or conservator ; Investing trust property ; Spending trust money for the beneficiary ; Managing a remainder beneficiary's property ; Preserving eligibility for SSI and Medicaid ; Paying taxes ; Going to court ; Letter to trustee --
  • 6. Choosing trustees : An overview of your options ; Signing up for a pooled trust ; Picking the ideal trustee ; Naming the initial trustee ; Naming successor trustees ; Naming cotrustees ; Naming a professional or corporate trustee ; Using a trust protector or trust advisory committee -- 7. Joining a pooled trust : An overview of pooled trusts ; Can you use a pooled trust? ; How pooled trusts work ; Joining a pooled trust ; What happens when the trust ends -- 8. Creating your special needs trust : Drafting the trust document ; Making the trust legal and effective ; Keeping the special needs trust up to date ; Sample special needs trust -- 9. Finalizing and funding your special needs trust : Making your trust legal ; Taxes ; Opening the trust's deposit account ; Incorporating the trust into your estate plan -- 10. Where to get more help : Lawyers ; Paralegals ; Certified financial planners ; SSA and Medicaid personnel ; Keeping up to date ; Books -- Appendixes. A. Pooled trusts -- B. Letter to trustee : Managing a special needs trust ; Documenting the authority of successor trustees -- C. Sample beneficiary information letter -- D. Using the eForms : Using the RTFs ; List of forms
Dimensions
23 cm
Edition
6th ed.
Extent
284 pages
Isbn
9781413321425
Issn
2167-5716
Media category
unmediated
Media MARC source
rdamedia
Media type code
n
Other physical details
forms;
System control number
  • 2280970
  • (OCoLC)908118624
  • (OCoLC)ocn908118624
  • 2248966
  • 2280970

Library Locations

    • Hillsboro Brookwood LibraryBorrow it
      2850 NE Brookwood Pkwy, Hillsboro, OR, 97124-5327, US
      45.542878 -122.935981
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