Special Needs Trusts: Protect Your Child's Financial Future

Leave money to a loved one with a disability—without losing benefits

Special Needs Trusts:

• explains how special needs trusts protect the finances of those with special needs

• helps you make a special needs trust, with or without the aid of a lawyer, and

• provides a roadmap to financially supporting a person with special needs.

The new edition is thoroughly updated and includes changes to the federal law that governs ABLE accounts.

ISBN-13: 9781413331035

Media Type: Paperback(Tenth Edition)

Publisher: NOLO

Publication Date: 09-26-2023

Pages: 336

Product Dimensions: 7.00(w) x 9.00(h) x 0.75(d)

Kevin Urbatsch is a principal of the special needs and settlement planning firm, Urbatsch Law Firm P.C. in Walnut Creek, California. He is a nationally recognized expert in the unique planning needs of individuals with disabilities and their families. Mr. Urbatsch is a charter member of the national organization, the Academy of Special Needs Planners. He writes and is a frequent lecturer both locally and nationally on planning for persons with disabilities, primarily concerning special needs trust drafting and administration. Jessica Farinas Jones is an attorney at the special needs and settlement planning law firm, The Urbatsch Law Firm P.C., located in Berkeley, California. Jessica is a frequent presenter on special needs planning, including first party and third party topics such as settlement planning and third party special needs trusts. She is a California Continuing Education of the Bar (CEB) update author and has co-authored articles in the 2018 California Trusts and Estates Quarterly as well as the CEB Estate Planning Reporter, both covering Achieving a Better Life Experience (ABLE) accounts. Jessica is a member of the Academy of Special Needs Planners (ASNP) and served on the Planning Committee for their 2018 National Meeting in Las Vegas, Nevada. She has been a member of the California Bar since 2016.

Table of Contents

1. Planning for a Loved One With Special Needs 2. Who Can Benefit From a Special Needs Trust< 3. How Trust Funds Can (and Cannot) Be Used< 4. Getting Money Into a Special Needs Trust 5. The Trustee’s Job 6. Choosing Trustees 7. Joining a Pooled Trust 8. Creating Your Special Needs Trust< 9. Finalizing and Funding Your Special Needs Trust 10. Where to Get More Help G. Glossary Appendixes A. Pooled Trusts B. Letter to Trustee C Sample Beneficiary Information Letter D. How to Use the Interactive Forms
Index