Special Needs Trusts

Special Needs Trusts

Number of page: 296
Author: Kevin Urbatsch, Michele Fuller-Urbatch
Publisher: Nolo
Rating:
Category: Law

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
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 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
helpful resources
a new chapter on letters of intent
a new chapter on ABLE accounts