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Book

Special needs trusts : protect your child's financial future

Call Number

  • 346.052 U729 2023 (CEN)

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Edition

10th edition.

Publication Information

El Segundo, CA : Nolo, [2023]

Physical Description

308 pages : illustrations, forms ; 23 cm

Summary

Presents advice on setting up and managing a special needs trust, covering trust benefits, funding, duties of trustees, pooled trusts, taxes, wills, and death of beneficiaries.

Notes

Includes index.

Contents

  • People who can benefit from a special needs trust
  • How trustees can (and cannot) use trust funds
  • Getting money into a special needs trust
  • The trustee's job
  • Choosing trustees
  • Joining a pooled trust
  • ABLE accounts
  • Creating your special needs trust
  • Finalizing and funding your special needs trust
  • Preparing a letter of intent
  • Where to get more help.

Subjects