Download or read book A Practical Guide to Estate Planning for a Family with a Special Needs Child written by Sebastian V. Grassi, Jr. and published by ALI-ABA. This book was released on 2010 with total page 373 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Estate Planning for Individuals with Disabilities written by Chadwick Allen Harp and published by Xlibris Corporation. This book was released on 2002 with total page 232 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written by a trust and estate lawyer, this book explores the sophisticated issues involved with estate planning for individuals with disabilities. In plain language Dr. Harp describes the steps necessary to protect the interests of a disabled individual. He explains the most complex issues with logic and clear examples. This book is a priceless possession for the estimated fifty million disabled Americans and their family and friends.
Download or read book Special Needs Trust Administration Manual written by Barbara D. Jackins and published by iUniverse. This book was released on 2005 with total page 144 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Special Needs Trust Administration Manual is an invaluable guide for anyone who is managing a Special Needs Trust for a person with disabilities. in guiding trustees through the complicated rules of Special Needs Trusts. In clear and easy to understand language, the authors explain how a trustee can use trust funds to meet the financial needs of a person with disabilities while complying with the complex rules of government benefit programs. The Special Needs Trust Administration Manual covers a multitude of topics, including what trustees need to know about: who wants to know more about disability trusts and public benefits.
Download or read book Estate Planning for the Disabled Beneficiary written by Brian Barreira and published by . This book was released on 1996 with total page 204 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Estate Planning for People with a Chronic Condition Or Disability written by Martin M. Shenkman and published by ReadHowYouWant.com. This book was released on 2009-12 with total page 422 pages. Available in PDF, EPUB and Kindle. Book excerpt: The first comprehensive guide on the subject written specifically for those living with a chronic disease or disability.
Download or read book Administering the California Special Needs Trust written by Kevin Urbatsch and published by iUniverse. This book was released on 2016-10-21 with total page 418 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.
Download or read book Third party and Self created Trusts written by Clifton B. Kruse and published by American Bar Association. This book was released on 2002 with total page 416 pages. Available in PDF, EPUB and Kindle. Book excerpt: This practical handbook provides expert advice on drafting the most effective trusts for elderly and disabled clients. Written by Clifton B. Kruse, Jr., a well-known expert in the fields of estate planning and elder law, this updated edition of Third-Party and Self-Created Trusts explains the effect that governmental legislation has had on trust law and guides you through the maze of federal laws that affect planning for the elderly and disabled.
Download or read book Alternatives written by L. Mark Russell and published by First Publications, Incorporated. This book was released on 1983 with total page 208 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Managing a Special Needs Trust written by Barbara D. Jackins and published by . This book was released on 2020 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: For Massachusetts residents, check out LEGAL PLANNING FOR SPECIAL NEEDS IN MASSACHUSETTS. Same great information written for MA programs. Managing a Special Needs Trust 2020 EDITION includes updates on: * Housing: How an ABLE account can be used to pay for housing expenses without reducing SSI benefits* Vacations: New SSI rules allow trust payment of vacation expenses for family members who travel with the beneficiary* A new financial product-the True Link card--allows the beneficiary to have spending money without reducing SSI benefits. As well as all the details you've come to expect in this comprehensive guideMANAGING A SPECIAL NEEDS TRUST: A GUIDE FOR TRUSTEES covers many topics you need to know, including: * What trustees need to know about public benefit programs such as SSI, SSDI, Medicare, and Medicaid* Taxes and special needs trusts* Payment of recreation, transportation, and medical costs* Housing subsidies * Trustee dutiesBy reading MANAGING A SPECIAL NEEDS TRUST, you will learn how a trustee can use trust funds to meet the financial needs of a person with disabilities and still comply with the complex rules of government benefit programs. THIS UPDATED BOOK IS RELEVANT TO ALL 50 STATES. While earlier editions were focused on Massachusetts' laws and procedures, this book applies to all states-the book covers uniform statues that have been adopted in most states. It also provides information on the rules of most major federal benefit programs that provide cash, medical benefits and housing subsidies to people with disabilities. MANAGING A SPECIAL NEEDS TRUST: A GUIDE FOR TRUSTEES is an invaluable resource for anyone who is managing a special needs trust.
Download or read book Special Needs Trusts written by and published by Continuing Education of the Bar-California. This book was released on 2008 with total page 626 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Estate Planning for People with a Chronic Condition or Disability written by Martin M. Shenkman, CPA, MBA, JD and published by Demos Medical Publishing. This book was released on 2009-03-26 with total page 227 pages. Available in PDF, EPUB and Kindle. Book excerpt: This is the first comprehensive estate-planning guide for those living with a chronic disease or disability. This book is targeted at those planning for the disbursement of their estates, no matter their size. Estate-planning is crucial for those living with a chronic disease or disability: individuals must express their preferences whether to receive long-term care at home rather than in a nursing home in the event that they become more disabled, and it is more important for one who has a chronic illness to name a power of attorney. Estate Planning for People with a Chronic Condition or Disability covers all of those topics plus: How to write your will How to determine how much life insurance your family needs How to figure out whether you need a living trust Learn about powers of attorney When to work with a lawyer, if you need to The book also includes downloadable sample forms for: Power of Attorney Living Will Designation of Proxy for Financial and Health Decisions
Download or read book Trusts for Senior Citizens written by Evan H. Farr and published by ALI-ABA. This book was released on 2009 with total page 138 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book The Special Needs Planning Guide written by Cynthia R. Haddad and published by Paul H Brookes Publishing. This book was released on 2022 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: "Written with both compassion and expertise, this bestselling book provides families with a comprehensive guide to planning for the lifetime needs of a child with disabilities. It presents the Five Factors readers need to consider-family and support, emotional, financial, legal, and government benefits-and how to plan for these factors at every stage of a child's life. The second edition includes updates based on current law, fully revised chapters with a wealth of practical recommendations, and a ten-step, manageable planning process. Online resources include fillable timelines, worksheets, and other planning documents to help families create a secure, full, and happy life for and with their child"--
Download or read book Estate Planning for People with a Chronic Condition Or Disability 16pt Large Print Edition written by Martin M. Shenkman and published by . This book was released on 2009-12-24 with total page 546 pages. Available in PDF, EPUB and Kindle. Book excerpt: While most people think estate planning is just worrying about assets or minimizing income and estate taxes, it is much more than that. Estate planning is really about accomplishing your goals during your life and beyond. Estate Planning for People with a Chronic Condition or Disability by Martin M. Shenkman is the first comprehensive guide on the subject written specifically for those living with a chronic disease or disability. It covers topics such as: How to write your will; Naming a power of attorney; Determining how much life insurance your family needs; Figuring out whether you need a living trust; When to work with a lawyer, if you need to, and much, much more!
Download or read book Advising the Elderly Or Disabled Client written by Lawrence A. Frolik and published by . This book was released on 1999 with total page 800 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Elder Law Answer Book written by Robert B. Fleming and published by Aspen Publishers. This book was released on 2009-10-28 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written by nationally-known elder law practitioners, Robert B. Fleming and Lisa Nachmias Davis, the Elder Law Answer Book gathers the most current legal, regulatory, and practice guidelines from the core topics of elder law, long-term care, estate planning, retirement planning, healthcare decision making, and rights of the elderly -- and presents this information in a thoroughly integrated, easy-access reference. The all-new Third Edition of Elder Law Answer Book helps you render sound advice and give reliable guidance on: Medicaid and Long-Term Care Planning Estate Planning Probate and Trust Administration Special Needs Trusts Medicare And More! Only Elder Law Answer Book delivers and‘How-toand’ explanations of the guiding rule or regulation, along with current citations to the relevant cases and statutesand—including the Deficit Reduction Act Expert legal analysis of the special rules and how they typically apply Detailed information about each of the disparate, but frequently related, aspects of elder law practiceand—age discrimination, nursing home rights, Medicaid and other public benefits programs, as well as traditional estate planning and administration Real-world practice examples that help you implement the applicable rules or guidelines in a wide variety of situations Extensive cross-references to related topicsand—for fast and easy research Index and at-a-glance list of questions that help you zero in on the exact information you are looking for
Download or read book Estate Planning written by and published by . This book was released on 1980 with total page 36 pages. Available in PDF, EPUB and Kindle. Book excerpt: To assist parents of handicapped sons or daughters with their estate planning.
