Book
Special needs trusts : protect your child's financial future / Kevin Urbatsch & Jessica Farinas Jones.
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.
Record details
- ISBN: 9781413329018
- ISBN: 1413329012
- Physical Description: 323 pages : forms ; 23 cm
- Edition: Ninth edition.
- Publisher: Berkeley, California : Nolo, [2021].
- Copyright: ©2021.
Content descriptions
| Bibliography, etc. Note: | Includes bibliographical references and index. |
| Formatted Contents Note: | People who can benefit from a special needs trust -- How trustees can (and cannot) use trust funds -- Getting money into a special needs trust -- Trustee's job -- Choosing trustees -- Joining a pooled trust -- ABLE accounts -- Creating your special needs trust -- Finalizing and funding your special needs trust -- Preparing a letter of intent -- Where to get more help. |
Search for related items by subject
| Genre: | Law for laypersons. |
Available copies
- 2 of 2 copies available at Missouri Evergreen. (Show)
- 1 of 1 copy available at North Kansas City.
Holds
- 0 current holds with 2 total copies.
Show Only Available Copies
| Location | Call Number / Copy Notes | Barcode | Shelving Location | Status | Due Date |
|---|---|---|---|---|---|
| North Kansas City Public Library | 332.024 URBATSCH 2021 (Text) | 0001002384657 | Nonfiction | Available | - |
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Special Needs Trusts : Protect Your Child's Financial Future
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Summary
Special Needs Trusts : Protect Your Child's Financial Future
Leave money to a loved one with a disability--without losing benefits Use a special needs trust to provide financial security for your child (or anyone) with a disability, without jeopardizing important government benefits. Funds in a special needs trust, when used correctly, do not count against eligibility for benefits and can be spent to improve the quality of your child's life. This book provides everything you need to know about special needs trusts--whether you make one yourself with this book or have an attorney draft one for you. The authors explain: how special needs trusts work the trustee's role ways to pass important information to successor trustees the pros and cons of joining a pooled trust.
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