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Special needs trusts : protect your child's financial future Cover Image Book Book

Special needs trusts : protect your child's financial future / Kevin Urbatsch & Jessica Farinas Jones.

Urbatsch, Kevin, (author.). Jones, Jessica Farinas, (author.).

Summary:

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].

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

Subject: Children with disabilities > Legal status, laws, etc. > United States.
Estate planning > United States.
Trusts and trustees > United States.
People with disabilities > Finance, Personal.
Supplemental-needs trusts > United States.
United States.
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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LDR 01983cam a2200409Ii 4500
0014394897
003ME
008211019s2021 cauk e b 001 0 eng d
020 . ‡a9781413329018 ‡qpaperback
020 . ‡a1413329012 ‡qpaperback
035 . ‡a(OCoLC)1277185138
040 . ‡aGRC ‡beng ‡erda
049 . ‡aMQOA
08204. ‡a332.024 ‡223
1001 . ‡aUrbatsch, Kevin, ‡eauthor.
24510. ‡aSpecial needs trusts : ‡bprotect your child's financial future / ‡cKevin Urbatsch & Jessica Farinas Jones.
24630. ‡aNolo. ‡pSpecial needs trusts : ‡bprotect your child's financial future
250 . ‡aNinth edition.
264 1. ‡aBerkeley, California : ‡bNolo, ‡c[2021].
264 4. ‡c©2021.
300 . ‡a323 pages : ‡bforms ; ‡c23 cm
336 . ‡atext ‡btxt ‡2rdacontent
337 . ‡aunmediated ‡bn ‡2rdamedia
338 . ‡avolume ‡bnc ‡2rdacarrier
504 . ‡aIncludes bibliographical references and index.
50500. ‡tPeople who can benefit from a special needs trust -- ‡tHow trustees can (and cannot) use trust funds -- ‡tGetting money into a special needs trust -- ‡tTrustee's job -- ‡tChoosing trustees -- ‡tJoining a pooled trust -- ‡tABLE accounts -- ‡tCreating your special needs trust -- ‡tFinalizing and funding your special needs trust -- ‡tPreparing a letter of intent -- ‡tWhere to get more help.
520 . ‡aPresents 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.
650 0. ‡aChildren with disabilities ‡xLegal status, laws, etc. ‡zUnited States.
650 0. ‡aEstate planning ‡zUnited States. ‡0(ME)27329
650 0. ‡aTrusts and trustees ‡zUnited States. ‡0(ME)283274
650 0. ‡aPeople with disabilities ‡xFinance, Personal.
650 0. ‡aSupplemental-needs trusts ‡zUnited States.
651 0. ‡aUnited States. ‡0(ME)1653
655 7. ‡aLaw for laypersons. ‡2lcgft ‡0(ME)53
7001 . ‡aJones, Jessica Farinas, ‡eauthor.
904 . ‡aMARCIVE 2021
901 . ‡a4394897 ‡bAUTOGEN ‡c4394897 ‡tbiblio

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