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Author: Kevin Urbatsch
Publisher: iUniverse
ISBN: 146206051X
Category : Law
Languages : en
Pages : 434
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Book Description
In Administering the California Special Needs Trust, author Kevin Urbatsch presents a guide for anyone assigned the duty of managing a Special Needs Trust for a person with a disability. Though geared toward those who never have administered a trust, it also provides sophisticated answers for experienced trustees concerning some of the unique responsibilities a trustee of a special needs trust will encounter. Urbatsch, a California attorney who has years of experience in assisting trustees to manage special needs trusts, has written extensively for both attorneys and families on how best to establish a special needs trust. Administering the Special Needs Trust addresses specific California issues that a special needs trust trustee encounters daily. In a question-and-answer format, it addresses how to - avoid the most common mistakes made by SNT trustees; - understand the type of public benefits available for California persons with disabilities; - learn how SNT disbursements will affect these public benefits; - best pay for a person with a disability's housing, caregiver costs, transportation, and related expenses; - handle SNT investments, accountings, and taxes; - terminate the SNT. With 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 a special needs trust for people with disabilities.
Author: Kevin Urbatsch
Publisher: iUniverse
ISBN: 146206051X
Category : Law
Languages : en
Pages : 434
Get Book
Book Description
In Administering the California Special Needs Trust, author Kevin Urbatsch presents a guide for anyone assigned the duty of managing a Special Needs Trust for a person with a disability. Though geared toward those who never have administered a trust, it also provides sophisticated answers for experienced trustees concerning some of the unique responsibilities a trustee of a special needs trust will encounter. Urbatsch, a California attorney who has years of experience in assisting trustees to manage special needs trusts, has written extensively for both attorneys and families on how best to establish a special needs trust. Administering the Special Needs Trust addresses specific California issues that a special needs trust trustee encounters daily. In a question-and-answer format, it addresses how to - avoid the most common mistakes made by SNT trustees; - understand the type of public benefits available for California persons with disabilities; - learn how SNT disbursements will affect these public benefits; - best pay for a person with a disability's housing, caregiver costs, transportation, and related expenses; - handle SNT investments, accountings, and taxes; - terminate the SNT. With 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 a special needs trust for people with disabilities.
Author: Barbara D. Jackins
Publisher:
ISBN: 9780998814216
Category : People with disabilities
Languages : en
Pages : 0
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Book Description
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.
Author: Hal Wright
Publisher: Jessica Kingsley Publishers
ISBN: 0857006843
Category : Family & Relationships
Languages : en
Pages : 360
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Book Description
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.
Author: American Bar Association. House of Delegates
Publisher: American Bar Association
ISBN: 9781590318737
Category : Law
Languages : en
Pages : 216
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Book Description
The Model Rules of Professional Conduct provides an up-to-date resource for information on legal ethics. Federal, state and local courts in all jurisdictions look to the Rules for guidance in solving lawyer malpractice cases, disciplinary actions, disqualification issues, sanctions questions and much more. In this volume, black-letter Rules of Professional Conduct are followed by numbered Comments that explain each Rule's purpose and provide suggestions for its practical application. The Rules will help you identify proper conduct in a variety of given situations, review those instances where discretionary action is possible, and define the nature of the relationship between you and your clients, colleagues and the courts.
Author: Susan Jules
Publisher:
ISBN:
Category :
Languages : en
Pages : 238
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Book Description
Ever wondered what will happen to your Special Needs Child when you are gone? Has the thought of your Child's future kept you awake at night? Have you been fraught with worry thinking about your Child's employment and medical evaluations after you have passed away? If you have said yes to any of the questions above then this book "What will happen to my Special Needs Child when I am gone?" is for you. This book was born when the Author Susan Jules couldn't find a single resource that had all the answers at one place regarding her Child's future after she is no longer around. It took her 12 long months of long nights, social juggling, research and meetings, emails with attorneys, counselors, therapists, tax professionals, Social workers, financial advisors, and planners to get this book to fruition. This book answers all the questions regarding the child's care, development assessment, funding, treatments, employment, governmental benefits, estate planning, Life Insurance, Letter of Intent, Last Will and Testament, and more in a clear and concise manner. Take a look at a few of the testimonials from parents who have read this book. Forget Special Needs, this is a book which every family with a child should have and follow the instructions laid out, so that our children's lives are enriched long after we are gone, because at the end that is what you intend to accomplish - Amanda T from Trenton, Ohio. There are few books explaining the Path forward for Special Needs after the death of their parents and/or guardians. This book fills a real gap - Kimberly A from Fall River, Massachusetts. This book is extremely useful for families with neurotypical children and in families where there is a mixture of special needs and neuro-typical children. It is invaluable and provides solace and information - Michelle W from Woonsocket, Rhode Island. A book sorely needed in these challenging times. In fact, I was reminded of life's frailties during Covid Pandemic and I am glad this book helped me put my fears at ease - Tomer C from LA, California. Here's exactly what you get in the book "What will happen to my Special Needs Child when I am gone?" Information about Legalities surrounding the care for special needs children. Broaching the topic of mortality with your special needs child. Issues that arise after the death of a parent. How to draw up your last Will and testament. How to do your Estate planning. How to draft a Letter of intent/written care plan. How to open a Special needs trust. How to set up Life Insurance. How do you document emergency contacts, medical data/history, accounts, and passwords? What kind of Legal protection do you need to have in place? How to Review your child's guardianship? How do you secure continued growth and development of your child? And much more This information has been presented in Bite-Sized portions so that it is easy for you to take action and get all the tasks completed. And lastly, and most importantly what you will get is PEACE OF MIND that your Child's Future would be SECURE and that they will be taken care of, long after you are gone. And your child will continue enjoying the SAME lifestyle he or she is used to. About the Author Susan Jules is a single parent and a mother of a 16-year-old Special Needs Child. She is very passionate about Special Needs Education and is quite involved in the activities of her child's school. She lives with her son and her dog Ranger on a small far
Author: Barbara D. Jackins
Publisher: iUniverse
ISBN: 0595331068
Category : Estate planning
Languages : en
Pages : 144
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Book Description
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.
Author: Rob Wrubel
Publisher: Rosalibean Publishing LLC
ISBN: 9780996659239
Category :
Languages : en
Pages : 142
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Book Description
30 Days to Your Special Needs Trust - A Quick Start Guide to Your Special Needs Estate Plan Estate planning is an urgent issue for families who have a member with an intellectual or developmental disability. This crucial planning step can preserve income, health insurance and access to programs to support a person with disabilities, but too many families get stuck and don't act. Families cannot afford to get stuck. The potential value of benefits is too great to lose. 30 Days to Your Special Needs Trust focuses on simplifying the decisions families have to make. It encourages you to take action and complete your special-needs trust and estate plan to protect your family. This quick-start guide will help you: - Act quickly to protect valuable benefit programs - Learn the primary decisions to make in creating an estate plan - Create a list of names to fill key roles - Reduce stress when you finish this important planning step
Author: Cindy Croft
Publisher: Redleaf Press
ISBN: 1605545058
Category : Education
Languages : en
Pages : 88
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Book Description
This easy-to-use guide gives you a quick overview on many topics related to working with young children with special needs. Learn about inclusion in early childhood programs and disability law, as well as typical vs. atypical development. The quick guide also covers several specific disabilities/special needs and provides definitions, common characteristics, and practical strategies for adaptation. Cindy Croft is the director of the Center for Inclusive Child Care at Concordia University and on faculty for several university education programs. She has her MA in Education and has worked in the field of early childhood for over twenty years.
Author: Bart Stevens
Publisher:
ISBN: 9780972564205
Category : Children with disabilities
Languages : en
Pages : 0
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Book Description
This simple, step-by-step comprehensive guide helps families and professionals plan for the future care, supervision, security and quality of life for a person with special needs.
Author: Cynthia R. Haddad
Publisher: Paul H Brookes Publishing
ISBN: 9781681254319
Category : FAMILY & RELATIONSHIPS
Languages : en
Pages :
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Book Description
"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"--
