Special Needs Trusts: Protect Your Child’s Financial Future

By | December 9, 2019
Special Needs Trusts: Protect Your Child's Financial Future Author Kevin Urbatsch Attorney
ISBN-10 1413321429
ISBN-13 9781413321425
Year 2015-04-30
Pages 296
Language English
Publisher NOLO
Download Link Click Here

Leave money to a loved one with adisabilitywithout losing benefits A special needs trust helps you provide financial security for a loved one with a disabilitywithout jeopardizing important government benefits In contrast leaving money directly to loved ones can make it impossible for them to get benefits including Medicaid Special Needs Trusts provides the step by step guidance and forms you need to create a special needs trust for your loved one with a disability Get detailed information about how special needs trusts work whether or not to hire a lawyer pros and cons of joining a pooled trust writing a letter to give guidance to the successor trustee conveying your loved one s needs creating a legally sound special needs trust yourself Special Needs Trusts also provides a formal letter to the trustee which explains this very important role and apersonal letter to the trustee which provides crucial information about your loved one This edition has been thoroughly revised to reflect the latest changes in the law including updated eligibility requirements for government benefits current resources and an experienced perspective about when to make a special needs trust on your own and when to seek the services of an attorney

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