Special Needs Trusts

Author: Kevin Urbatsch
Publisher: Nolo
ISBN: 1413324118
Format: PDF, Mobi
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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
Format: PDF
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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.

Administering the California Special Needs Trust

Author: Kevin Urbatsch
Publisher: iUniverse
ISBN: 1532001738
Format: PDF, Mobi
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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.

The Complete Guide to Creating a Special Needs Life Plan

Author: Hal Wright
Publisher: Jessica Kingsley Publishers
ISBN: 0857006843
Format: PDF, ePub, Docs
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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.

Administering the California Special Needs Trust

Author: Kevin Urbatsch
Publisher: iUniverse
ISBN: 1532001738
Format: PDF, Mobi
Download Now
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.

Special Needs Trusts

Author: Stephen Elias
Publisher: NOLO
ISBN: 1413301452
Format: PDF, 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.

Create Your Own Employee Handbook

Author: Lisa Guerin
Publisher: Nolo
ISBN: 1413323979
Format: PDF, Mobi
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Every company needs an employee handbook, but not every company has one. Lawyers charge thousands of dollars for a handbook; other “do-it-yourself” products don’t offer the updated legal information and careful guidance necessary to do a good job. Create Your Own Employee Handbook bridges the gap, with detailed explanations, information on current state and federal laws, and more than a hundred sample policies you can tailor to your own workplace.

Special Needs Trust Administration Manual

Author: Richard S. Blank
Publisher: iUniverse
ISBN: 0595331068
Format: PDF, Mobi
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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.

The Special Needs Planning Guide

Author: John W. Nadworny
Publisher: Brookes Publishing Company
ISBN: 9781557668028
Format: PDF, Docs
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Developed by two financial planning experts who also have family members with special needs, this one?of?a?kind book will awaken families'awareness about financial planning, give them the tools and guidance they need to get it done, and help them turn the

Planning for the Future

Author: L. Mark Russell
Publisher:
ISBN: 9780912891217
Format: PDF, ePub, Mobi
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A handbook of information for parents as they plan for their child's life after their own deaths. Easy to understand, describes step-by-step all of the elements that parents must consider to provide a happy and fulfilling life for their child with a disability--Cover.