Special Needs Trusts - 10th Edition by Kevin Urbatsch & Jessica Farinas Jones (Paperback)

About the Book

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.

Book Synopsis

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, and

- the pros and
cons of joining a pooled trust.

Review Quotes

"Does a good job of explaining what a special needs trust can do to protect the benefits of a person with disabilities.... Even if after reading the book you feel you need a lawyer, you will have the knowledge to approach the subject." Support for Families of Children With Disabilities Newsletter

"What will happen to our son or daughter when we are no longer here?' Special Needs Trusts provides parents with an answer." Roslyn Brilliant, Former Executive Director, Disabled and Alone/ Life Services for the Handicapped, inc.