Special Needs Trusts

Author: Kevin Urbatsch
Publisher: Nolo
ISBN: 1413324118
Format: PDF, ePub, 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, Kindle
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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: Stephen Elias
Publisher: NOLO
ISBN: 1413301452
Format: PDF, Mobi
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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.

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.

Plan Your Estate

Author: Denis Clifford
Publisher: Nolo
ISBN: 1413325122
Format: PDF, Docs
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Turn to Plan Your Estate for straightforward, plain-English explanations of each of your estate-planning options, so you can make the best decisions for you and those you love. Attorney Denis Clifford shows you how to: avoid probate leave property through a will or trust use life insurance to provide for your loved ones name a guardian for your minor children leave property to a young person plan for incapacity implement strategies specific to business owners reduce estate taxes, and make final arrangements. 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
Format: PDF, Kindle
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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
Format: PDF, ePub
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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.

Weit vom Stamm

Author: Andrew Solomon
Publisher: S. Fischer Verlag
ISBN: 3104027226
Format: PDF, ePub
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Wie geht man damit um, wenn die eigenen Kinder ganz anders sind als man selbst, was bedeutet das für sie und ihre Familien? Und wie akzeptieren wir und unsere Gesellschaft außergewöhnliche Menschen? Ein eindrucksvolles Buch über das Elternsein, über die Kraft der Liebe, aber auch darüber, was unsere Identität ausmacht. Der Bestsellerautor Andrew Solomon hat mit über 300 Familien gesprochen, deren Kinder außergewöhnlich oder hochbegabt sind, die das Down-Syndrom haben oder an Schizophrenie leiden, Autisten, taub oder kleinwüchsig sind. Ihre Geschichten sind einzigartig, doch ihre Erfahrungen des „Andersseins“ sind universell. Ihr Mut, ihre Lebensfreude und ihr Glück konfrontieren uns mit uns selbst und lassen niemanden unberührt. »Solomon hat eine Ideengeschichte geschrieben, die zur Grundlage einer Charta der psychologischen Grundrechte des 21. Jahrhunderts werden könnte... Erkenntnisse voller Einsicht, Empathie und Klugheit.« Eric Kandel »Das vielleicht größte Geschenk dieses monumentalen, so faktenreichen wie anrührenden Werks besteht darin, dass es zum permanenten Nachdenken anregt.« Philip Gourevitch »Dieses Buch schießt einem Pfeil um Pfeil ins Herz.« The New York Times »Dies ist eines der außergewöhnlichsten Bücher, die ich in letzter Zeit gelesen habe: mutig, einfühlsam und zutiefst menschlich... Seine Geschichten sind von meisterhafter Feinfühligkeit und Klarheit.« Siddhartha Mukherjee, Autor von ›Der König aller Krankheiten‹

American Sniper

Author: Chris Kyle
Publisher: Riva Verlag
ISBN: 3864138027
Format: PDF
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Chris Kyle diente von 1999 bis 2009 bei den US Navy SEALs und verzeichnete in jener Zeit die höchste Zahl an tödlichen Treffern in der amerikanischen Militärgeschichte. 160 gezielte Liquidationen schreibt ihm das Pentagon offiziell zu. Seine Kameraden nannten ihn "Die Legende", seine Feinde "Teufel" ... In dieser eindringlichen Autobiografie erzählt der geborene Texaner, der 2013 erschossen wurde, die Geschichte seiner außergewöhnlichen Karriere. Nach dem 11. September 2001 wurde er im Kampf gegen den Terror an die Front geschickt und fand seine Berufung als Scharfschütze. Hart und ehrlich spricht Kyle über die Schattenseiten des Krieges und das brutale Handwerk des Tötens. Seine Frau Taya schildert in bewegenden Einschüben, wie der Krieg sich nicht nur auf ihre Ehe und ihre Kinder auswirkte, sondern auch auf ihren Mann. American Sniper ist das Psychogramm eines Scharfschützen und ein fesselnder Augenzeugenbericht aus dem Krieg, den nur ein Mann erzählen kann.

Legal Research

Author: Stephen Elias
Publisher: Nolo
ISBN: 1413325653
Format: PDF, ePub, Mobi
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Legal Research: Take the law into your own hands Do you have legal questions at home, at work, or as part of law-related course work? Legal Research provides everything you need, laying out easy-to-follow research methods that will help you find the right answers. Find out how to: locate and understand statutes, regulations, and cases make sure your research is 100% up to date organize your research results into a memorandum of law for use at school, at work, or in court. Completely updated for the 17th edition, Legal Research shows how to use the Web to find statutes, cases, background information, and answers to specific legal questions. Even more important, you’ll be guided to the most reliable and user-friendly sites, so you won’t drown in an information flood. Lots of examples and easy-to-understand instructions teach you how to use all the basic legal research tools, including: Internet search engines reliable free legal websites legal encyclopedias, periodicals, and treatises annotated legal codes and statutes published reports of state and federal court cases case digests and Shepard’s Citations the best legal blogs