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Special Needs Trusts

Author: Stephen Elias
Publisher: Nolo
ISBN: 1413306306
Size: 80.91 MB
Format: PDF, ePub, Docs
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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: Kevin Urbatsch
Publisher: Nolo
ISBN: 1413324118
Size: 14.40 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: 1413301452
Size: 65.23 MB
Format: PDF, ePub, Mobi
View: 5427
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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.

Special Needs Trusts

Author: Stephen Elias Attorney
Publisher: Nolo
ISBN: 1413315704
Size: 65.89 MB
Format: PDF, ePub
View: 3719
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Create a special needs trust for a loved one's care with the forms and information you need for peace of mind. If you care for a child or other loved one with a disability, you've no doubt thought about what will happen when you're 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 insurance rehabilitation essential dietary needs materials for recreation trips or vacations entertainment 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 information about your loved one. The 4th edition has been thoroughly updated to reflect the latest changes in the law and provides an expanded list of resources. Plus, find the forms you need as tear-outs and on CD-ROM, including new SSI/Medicaid forms.

Administering The California Special Needs Trust

Author: Kevin Urbatsch
Publisher: iUniverse
ISBN: 1532001738
Size: 41.73 MB
Format: PDF
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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: 1413322859
Size: 56.39 MB
Format: PDF, ePub
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Protect your family with solid estate planning Estate planning sounds difficult—but most people just need a few basic documents. Let Plan Your Estate show you how to protect your loved ones from legal hassles and financial uncertainty after your death. For more than 20 years, this book has explained estate planning in plain English, including: wills avoiding probate living trusts bypass (AB) trusts naming guardians for children leaving property to children estate, gift, and inheritance taxes strategies for business owners leaving property to charity health care directives, and financial powers of attorney. The 13th edition of Plan Your Estate is completely updated to reflect the latest federal and state laws. 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: 12.11 MB
Format: PDF
View: 4742
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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.

Funding The Cure

Author: Martin M. Shenkman, CPA, MBA, JD
Publisher: Demos Medical Publishing
ISBN: 193528164X
Size: 25.79 MB
Format: PDF, ePub, 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.

Legal Research

Author: Stephen Elias
Publisher: Nolo
ISBN: 1413321836
Size: 19.69 MB
Format: PDF, ePub, Mobi
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If you're searching for information in a real or virtual law library as a paralegal, law student, legal assistant, journalist, or lay person, finding and accessing the laws that you need to read can be a challenge. Turn to Legal Research, which outlines a systematic method to find answers and get results. In plain, readable English, Attorney Stephen Elias explains, with plenty of examples and instructions, how to: read and understand statutes, regulations and cases evaluate cases for their value as precedent use all the basic tools of legal research practice what you've learned with "hands-on, feet-in" library exercises, as well as hypothetical research problems and solutions This easy-to-use and understand book has been adopted as a text in many law schools and paralegal programs. This edition has been condensed to be more readable and includes an expanded discussion on the use of legal research tools on the web.

Bankruptcy For Small Business Owners

Author: Stephen Elias
Publisher: Nolo
ISBN: 141331080X
Size: 60.92 MB
Format: PDF, ePub
View: 4788
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Use Chapter 7 bankruptcy to wipe out your debts! Bankruptcy for Small Business Owners has the strategies and solutions you need to assess the financial condition of your business and determine whether you should declare bankruptcy to get rid of your debts. Learn about: what business debts and assets (if any) are affected by your bankruptcy bankruptcy options and the eligibility factors and downsides of each "look back" requirements -- periods of time during which personal or business actions have created obstacles to filing for bankruptcy the automatic stay and putting a stop to collections efforts valuation of business assets, including good will and intellectual property exemptions that protect a small business owner's property what happens to a house in bankruptcy Find out which forms you need to fill out, plus get all the instructions you need to file them in court. Keep as much of your property as possible and tackle debt so you can move on to your next venture with Bankruptcy for Small Business Owners.