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Special Needs Trusts

Author: Kevin Urbatsch
Publisher: Nolo
ISBN: 1413324118
Size: 24.38 MB
Format: PDF, ePub
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Planning for the financial future of a loved one who receives disability? Understand that giving this person anything of value (such as in a regular will or trust) will result in a reduction of SSI and Medicaid. Avoid this cruel result by creating a special needs trust. This book explains how these trusts work, and shows you how to set one up, with or without a lawyer.

Special Needs Trusts

Author: Stephen Elias
Publisher: Nolo
ISBN: 1413306306
Size: 10.59 MB
Format: PDF, ePub
View: 1292
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This book is about leaving property to a loved one with a disability who likely will require long-term support and medical assistance under the SSI and Medicaid programs. This might be a son with Down syndrome, a daughter with Cystic Fibrosis, a niece or nephew with severe autism, a grandchild with schizophrenia, or any other person with a similarly disabling condition that will (or may) require a lifetime of subsidized support and medical care. A special needs trust can benefit anyone over 65 and anyone of any age with a disability that makes them eligible for federal SSI and Medicaid benefits. The 2nd edition is completely updated and provides a simplified process for incorporating a special needs trust into an estate plan.

Special Needs Trusts

Author: Stephen Elias
Publisher: NOLO
ISBN: 1413301452
Size: 19.18 MB
Format: PDF, Kindle
View: 7429
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This book is about leaving property to a loved one with a disability who likely will require long-term support and medical assistance under the SSI and Medicaid programs. This might be a son with Down syndrome, a daughter with Cystic Fibrosis, a niece or nephew with severe autism, a grandchild with schizophrenia, or any other person with a similarly disabling condition that will (or may) require a lifetime of subsidized support and medical care. A special needs trust can benefit anyone over 65 and anyone of any age with a disability that makes them eligible for federal SSI and Medicaid benefits.

Administering The California Special Needs Trust

Author: Kevin Urbatsch
Publisher: iUniverse
ISBN: 1532001738
Size: 11.49 MB
Format: PDF, ePub
View: 713
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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.

Plan Your Estate

Author: Denis Clifford
Publisher: Nolo
ISBN: 1413325122
Size: 75.24 MB
Format: PDF, ePub, Mobi
View: 7164
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Turn to Plan Your Estate for straightforward, plain-English explanations of each of your estate-planning options, so you can make the best decisions for you and those you love. Attorney Denis Clifford shows you how to: avoid probate leave property through a will or trust use life insurance to provide for your loved ones name a guardian for your minor children leave property to a young person plan for incapacity implement strategies specific to business owners reduce estate taxes, and make final arrangements. Applies in all U.S. states except Louisiana.

The Complete Guide To Creating A Special Needs Life Plan

Author: Hal Wright
Publisher: Jessica Kingsley Publishers
ISBN: 0857006843
Size: 39.26 MB
Format: PDF, ePub, Docs
View: 3818
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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.

Quicken Willmaker Plus

Author:
Publisher: NOLO
ISBN:
Size: 51.84 MB
Format: PDF
View: 2902
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The most respected and bestselling estate planning software is now available in an easy-to-use book format! No one wants to hire expensive lawyers to make a will and other important documents so turn your readers to Quicken WillMaker, the most complete estate planning title available on the market. Quicken WillMaker is Nolo's "all in one" estate planning book, covering everything from the basics of wills to sophisticated tax-saving strategies. It provides readers straightforward explanations of every significant option available, so they can make the best decisions for their families.Best of all, your readers won't just understand wills, living trusts or financial power of attorney they'll create them, quickly and easily. The interactive CD-ROM lets them make: legal wills, living trusts, healthcare directives (living wills), powers of attorney, final arrangements documents, forms for executors, promissory notes, credit repair forms, authorizations and agreements, and more! Many companies publish books about estate planning, but Nolo is the only publisher to provide a complete solution to your readers' needs!

Funding The Cure

Author: Martin M. Shenkman, CPA, MBA, JD
Publisher: Demos Medical Publishing
ISBN: 193528164X
Size: 70.83 MB
Format: PDF, Docs
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Funding the Cure: Charitable Giving to Help The Michael J. Fox Foundation for Parkinson's Research Find the Cure for Parkinson's Disease is an elegant, noteworthy book that instructs the reader on using charitable giving strategies for loved ones with Parkinson's Disease. While the concept is simple and the focus is narrow, the book will be of great interest to those with Parkinson's Disease, their friends, family and loved ones. Funding the Cure tells the reader how he/she can specifically tailor charitable giving to not only accomplish tax and charitable goals, but to also achieve vital personal and human goals like protecting a relative living with Parkinson's Disease, or leaving property to fund Parkinson's Disease research. The book is written in easy to understand language and offers practical examples of charitable giving geared to The Michael J. Fox Foundation - not generic tax jargon.

Freakonomics

Author: Steven D. Levitt
Publisher:
ISBN: 9783442154517
Size: 36.54 MB
Format: PDF
View: 1633
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Sind Swimmingpools gefährlicher als Revolver? Warum betrügen Lehrer? Der preisgekrönte Wirtschaftswissenschaftler Steven D. Levitt kombiniert Statistiken, deren Zusammenführung und Gegenüberstellung auf den ersten Blick absurd erscheint, durch seine Analysetechnik aber zu zahlreichen Aha-Effekten führt. Ein äußerst unterhaltsamer Streifzug durch die Mysterien des Alltags, der uns schmunzeln lässt und stets über eindimensionales Denken hinausführt.