Special needs trusts : protect your child's financial future

Author

Kevin Urbatsch

Call Number

• 346.052 U729 2021 (CEN, OSH)

Browse similar titles by call number

Edition

9th edition.

Publication Information

Berkeley, California : Nolo, [2021].

Physical Description

323 pages : 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.

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.