Special Needs Trusts - 11th Edition by Kevin Urbatsch & Jessica Farinas Jones (Paperback)

About the Book

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.

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. Special Needs Trust:

• 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.

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.