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Special Needs Trusts
Planning for the financial future of a loved one who receives disability? Understand that giving this person anything of value (such as in a regular will or trust) will result in a reduction of SSI and Medicaid. Avoid this cruel result by creating a special needs trust. This book explains how these trusts work, and shows you how to set one up, with or without a lawyer.
Special Needs Trusts
Leave money to a loved one with a disability—without losing benefits A special needs trust helps you provide financial security for a loved one with a disability—without 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'...
Administering the California Special Needs Trust
Administering a special needs trust (SNT) is a very important job, which often has a profound impact on the life of persons with disabilities. In most cases, the SNT trustee is providing the beneficiary goods and services that improve their quality of life. In some cases, the SNT trustee may be the only person looking to the beneficiarys welfare. Thus, the role of SNT trustee is often a more substantial role than in many other types of trusteeships. The great SNT trustee is a solid financial manager, accountant, record keeper, legal counselor, public benefits advisor, social worker, housing coordinator, civil rights advocate, guardian, and life coach. This is why author Kevin Urbatsch publis...
Special Needs Trusts
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, when used correctly, do not count against eligibility for benefits and can be spent 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.
Representing the Elderly Client
Are you ready to go beyond advising and planning to actively advocating the interests of your elderly clients? You can be, with this two volume handbook from two veteran elder law advocates. In a systematic and practical fashion, the authors address each key practice issue and provide an overview of the basic rules and guiding statutes/regulations, in-depth analysis of elder law practice together with guiding case law, and step-by-step explanation of the advocacy process, revealing how law operates in the real world and where things can go wrong. Plus you'll get their practice-tested minisystem for effective advocacy. After an introductory section explores basic principles, Representing the ...
Administering the Michigan Special Needs Trust
Administering a special needs trust (SNT) is a very important job, which often has a profound impact on the life of persons with disabilities. In most cases, the SNT trustee is providing the beneficiary goods and services that enhances their quality of life. In some cases, the SNT trustee may be the only person looking to the beneficiary's welfare. Thus, the role of an SNT trustee is often a more substantial and complex role than in many other types of trusteeships. The great SNT trustee is a solid financial manager, accountant, record keeper, legal counselor, public benefits advisor, social worker, housing coordinator, civil rights advocate, guardian, and life coach. Moreover, the world of ...
Make Your Own Living Trust
Make Your Own Living Trust can help you make an individual or shared living trust that’s valid in your state, saving your family time, money, and headaches. You can use a living trust to name beneficiaries for property and set up property management for young people. In this way, a living trust is like a will. However, unlike a will, a living trust lets your family bypass probate court— which saves everyone money, delay, and hassle. Make Your Own Living Trust provides all of the plain English instructions, worksheets, and forms you need to create an individual or shared living trust and a basic will (for yourself and your family), without the need for a lawyer. Whether you are single or ...
Law Forms for Personal Use
Reliable legal forms for common personal and family transactions At one time or another, we all need to get an agreement in writing. But where to start? Law Forms for Personal Use makes it easy to create legal agreements and organize essential information. The plain-English instructions will help you: Plan your estate: Make a simple will and use worksheets to track beneficiaries and assets. Delegate authority: Create temporary guardianship of a child, pet care agreements, limited powers of attorney, and other essential documents. Rent out a place to live: Use the rental application, move-in letter, landlord-tenant checklist, maintenance/repair request, and other forms. Buy a house: Run the n...
101 Law Forms for Personal Use
Reliable legal forms for common personal and family transactionsAt one time or another, we all need to get an agreement in writing. But where to start? 101 Law Forms for Personal Use makes it easy to create legal agreements and organize essential information. The plain-English instructions will help you: Plan your estate: Make a simple will and use worksheets to track beneficiaries and assets. Delegate authority: Create temporary guardianship of a child, pet care agreements, limited powers of attorney, and other essential documents. Rent out a place to live: Use the rental application, move-in letter, checklist, notice of needed repairs, and other forms. Buy a house: Run the numbers with a f...
