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Product Description
Leave money to a loved one with a disability―without losing benefits
Use a special needs trust to provide financial security for your child (or anyone) with a disability, without jeopardizing important government benefits. Funds in a special needs trust do not count against eligibility for benefits and can be used to improve the quality of your child’s life.
This book provides everything you need to know about special needs trusts―whether you make one yourself with this book or have an attorney draft one for you. The authors explain:
- how special needs trusts work
- the trustee’s role
- ways to pass important information to successor trustees
- the pros and cons of joining a pooled trust.
With Downloadable Forms -Trust forms and sample letters are provided in the book
and are available for download at nolo.com (details inside).
Customers Who Bought This Item Also Bought
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- Nolo's Guide to Social Security Disability: Getting & Keeping Your Benefits
- The Special Needs Planning Guide: How to Prepare for Every Stage of Your Child's Life
- Financial Freedom for Special Needs Families: 9 Building Blocks to Reduce Stress, Preserve Benefits, and Create a Fulfilling Future
- Administering the California Special Needs Trust
- Managing A Special Needs Trust: A Guide For Trustees
- Social Security, Medicare and Government Pensions: Get the Most Out of Your Retirement and Medical Benefits (Social Security, Medicare & Government Pensions)
- Make Your Own Living Trust
- Plan Your Estate
- Executor's Guide, The: Settling a Loved One's Estate or Trust
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