Number of page: 296
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 you need to create a special needs trust.
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.
Author Kevin Urbastch gives you an experienced perspective about when to make a special needs trust on your own and when to seek the services of an attorney.
This edition has been thoroughly revised to provide:
current eligibility requirements for government benefits
a new chapter on letters of intent
a new chapter on ABLE accounts