Special Needs Trusts: Protect Your Child's Financial Future (Paperback)
If you care for a child or other loved one with a disability, youve no doubt thought about what will happen when youre no longer able to give that care. Fortunately...
Kevin Urbatsch is an attorney and is a principal of the boutique estate planning firm, Myers Urbatsch P.C. in San Francisco, California. He is a nationally recognized expert in the unique planning needs of individuals with disabilities and their families. Mr. Urbatsch is on the advisory board of the national organization, the Academy of Special Needs Planners and is a charter member. He writes and is a frequent lecturer both locally and nationally on planning for persons with disabilities, primarily concerning special needs trust drafting and administration.
If you care for a child or other loved one with a disability, youve no doubt thought about what will happen when youre no longer able to give that care. Fortunately, there's a simple solution to this dilemma -- create a "special needs trust."
Special Needs Trusts shows you how to leave any amount of money to your disabled loved one -- without jeopardizing government benefits. It provides plain-English information and forms that let you create a special needs trust by modifying your will or living trust document.
Funds in a special needs trust can make a big difference in quality of life by paying for:
. annual independent check-ups
. personal care attendant or escort
. vehicles and transportation
. essential dietary needs
. materials for recreation
. trips or vacations
. athletic training or competitions
. and much more.
Special Needs Trusts also provides a formal letter to the trustee, which explains this very important role, and a personal letter to the trustee, which provides crucial information about your loved one. This edition has been thoroughly revised to reflect the latest changes in the law, including updated eligibility requirements for government benefits, current resources, and an experienced perspective about when to make a special needs trust on your own and when to seek the services of an attorney. Forms are available to download at nolo.com.
|Genre||LAW / Estates & Trusts|
|Publisher Date||2013-04-30 00:00:00.0|
|Unit weight||1.05 lb|
|Subtitle||Protect Your Child's Financial Future|
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