Special Needs Trusts Handbook

Special Needs Trusts Handbook

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  • Author: Begley, Canellos
  • Publisher: Wolters Kluwer
  • ISBN: 0735572887
  • Category :
  • Languages : en
  • Pages : 2870


Managing a Special Needs Trust

Managing a Special Needs Trust

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  • Author: Barbara D. Jackins
  • Publisher:
  • ISBN: 9780998814216
  • Category : People with disabilities
  • Languages : en
  • Pages : 0

For Massachusetts residents, check out LEGAL PLANNING FOR SPECIAL NEEDS IN MASSACHUSETTS. Same great information written for MA programs. Managing a Special Needs Trust 2020 EDITION includes updates on: * Housing: How an ABLE account can be used to pay for housing expenses without reducing SSI benefits* Vacations: New SSI rules allow trust payment of vacation expenses for family members who travel with the beneficiary* A new financial product-the True Link card--allows the beneficiary to have spending money without reducing SSI benefits. As well as all the details you've come to expect in this comprehensive guideMANAGING A SPECIAL NEEDS TRUST: A GUIDE FOR TRUSTEES covers many topics you need to know, including: * What trustees need to know about public benefit programs such as SSI, SSDI, Medicare, and Medicaid* Taxes and special needs trusts* Payment of recreation, transportation, and medical costs* Housing subsidies * Trustee dutiesBy reading MANAGING A SPECIAL NEEDS TRUST, you will learn how a trustee can use trust funds to meet the financial needs of a person with disabilities and still comply with the complex rules of government benefit programs. THIS UPDATED BOOK IS RELEVANT TO ALL 50 STATES. While earlier editions were focused on Massachusetts' laws and procedures, this book applies to all states-the book covers uniform statues that have been adopted in most states. It also provides information on the rules of most major federal benefit programs that provide cash, medical benefits and housing subsidies to people with disabilities. MANAGING A SPECIAL NEEDS TRUST: A GUIDE FOR TRUSTEES is an invaluable resource for anyone who is managing a special needs trust.


Special Needs Trust Administration Manual

Special Needs Trust Administration Manual

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  • Author: Barbara D. Jackins
  • Publisher: iUniverse
  • ISBN: 0595331068
  • Category : Estate planning
  • Languages : en
  • Pages : 144

The Special Needs Trust Administration Manual is an invaluable guide for anyone who is managing a Special Needs Trust for a person with disabilities. in guiding trustees through the complicated rules of Special Needs Trusts. In clear and easy to understand language, the authors explain how a trustee can use trust funds to meet the financial needs of a person with disabilities while complying with the complex rules of government benefit programs. The Special Needs Trust Administration Manual covers a multitude of topics, including what trustees need to know about: who wants to know more about disability trusts and public benefits.


Administering the California Special Needs Trust

Administering the California Special Needs Trust

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  • Author: Kevin Urbatsch
  • Publisher: iUniverse
  • ISBN: 146206051X
  • Category : Law
  • Languages : en
  • Pages : 434

In Administering the California Special Needs Trust, author Kevin Urbatsch presents a guide for anyone assigned the duty of managing a Special Needs Trust for a person with a disability. Though geared toward those who never have administered a trust, it also provides sophisticated answers for experienced trustees concerning some of the unique responsibilities a trustee of a special needs trust will encounter. Urbatsch, a California attorney who has years of experience in assisting trustees to manage special needs trusts, has written extensively for both attorneys and families on how best to establish a special needs trust. Administering the Special Needs Trust addresses specific California issues that a special needs trust trustee encounters daily. In a question-and-answer format, it addresses how to - avoid the most common mistakes made by SNT trustees; - understand the type of public benefits available for California persons with disabilities; - learn how SNT disbursements will affect these public benefits; - best pay for a person with a disability's housing, caregiver costs, transportation, and related expenses; - handle SNT investments, accountings, and taxes; - terminate the SNT. With checklists, form documents, and law summaries included, Administering the Special Needs Trust contains a wide range of information for those charged with the responsibility of managing a special needs trust for people with disabilities.


Special Needs Trusts Handbook

Special Needs Trusts Handbook

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  • Author: Thomas D. Begley (Jr.)
  • Publisher: Aspen Pub
  • ISBN: 9780735572881
  • Category : Law
  • Languages : en
  • Pages : 1156

Special Needs Trusts Handbook is the single-volume, comprehensive resource that enables you to handle the complex requirements of drafting and administering trusts for clients who are mentally or physically disabled, or who wish to provide for others with disabilities. This one-of-a-kind reference enables you to determine which trust is appropriate, how to draft each trust to cover specific issues, and how to administer each trust - making certain that your client maintains public benefits while still receiving funds from the trust. An emerging new field for most practitioners, the area of special needs trusts requires a single, reliable reference. Special Needs Trusts Handbook fills that need completely, including forms on bonus CD-ROM. You gain instant access to: Clear analysis of all aspects of special needs trusts Instructions and practice tips on how to define and meet each clientand’s needs Practical tools for properly administering special needs trusts Step-by-step guidance on what needs to be done, when, why, and by whom All the advice you need to coordinate the benefits and needs of the incapacitated Help in determining if your state is an SSI state, non-SSI state, 209(b) stateand—and more! A full understanding of the two types of special needs trusts and—third-party and self-settled Complete coverage of structured settlements Clarification of the various public benefits programs, including Medicaid, Section 8 Housing, Social Security, Medicare, and more Analysis and guidance regarding tax provisions Numerous examples to illustrate reliable solutions to key problems Extensive guidance on drafting various instruments A single, time-saving resource that eliminates the need to search across numerous references whenever a new question arises


Pennsylvania Special Needs Planning Guide

Pennsylvania Special Needs Planning Guide

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  • Author: Anna Sappington
  • Publisher:
  • ISBN: 9780997019926
  • Category : Estate planning
  • Languages : en
  • Pages :


Administering the California Special Needs Trust

Administering the California Special Needs Trust

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  • Author: Kevin Urbatsch
  • Publisher: iUniverse
  • ISBN: 1532001738
  • Category : Law
  • Languages : en
  • Pages : 551

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 published his book titled Administering the California Special Needs Trust. It has been five years since the book was published. The reception for it far exceeded expectations. There have been excellent reviews of how it has helped SNT trustees, beneficiaries, their families, and professionals who advise persons with disabilities. After reviewing the book, the Federal Financial Institutions Examination Council (FFIEC) flew Kevin to Washington D.C. to present to federal government bank auditors on what to look for when auditing corporate trustees when banks administer special needs trusts. Other than the numbers that change each year, like SSI or SSDI, the balance of the book was current and up-to-date. However, there were some subjects that were missing in the book plus a couple of big changes that occurred since publication, including the passage of the Affordable Care Act and the ABLE (Achieving a Better Life Experience) Act that provide excellent new tools for the SNT trustee. Kevin recruited several of his professional colleagues to assist in preparing this Second Edition of the book including Michele Fuller, Robert Nuddleman, Herb Thomas, Courtney Kosnik, Scott MacDonald, and Daniel Cutter. With their assistance, Kevin added the following new chapters to the book Paying Caregivers, Paying Trustees Fees, Understanding and Utilizing ABLE Accounts, and Protecting the SNT Trustee. Kevin was also able to update and revise the information in the balance of the book and provide additional forms to make the job of being an SNT trustee safer and more efficient. With the checklists, form documents and law summaries included, Administering the Special Needs Trust contains a wide range of information for those charged with the responsibility of managing an SNT for persons with disabilities.


Elder Law Answer Book

Elder Law Answer Book

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  • Author: Robert B. Fleming
  • Publisher:
  • ISBN:
  • Category : Business & Economics
  • Languages : en
  • Pages : 872

Written by nationally-known elder law practitioner Robert Fleming, The Elder Law Answer Book gathers the most current legal, regulatory, and practice guidelines from the core topics of elder law; long-term care, estate planning, retirement planning, healthcare decision making, and rights of the elderly--and presents this information in a thoroughly integrated, easy-access reference. Chapter highlights include: Estate planning And The elderly Key relationships between retirement planning and estate planning Commonly used approaches to ease tax burdens and preserve their wealth Medicaid and long-term care planning Special trusts useful To The elderly Guardianship and conservatorship Probate and trust administration Practice management Retirement planning, including both qualified and non-qualified plans IRA's And The new distribution rules and much more!


The Special Needs Planning Guide

The Special Needs Planning Guide

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  • Author: Cynthia R. Haddad
  • Publisher: Paul H Brookes Publishing
  • ISBN: 9781681254319
  • Category : FAMILY & RELATIONSHIPS
  • Languages : en
  • Pages :

"Written with both compassion and expertise, this bestselling book provides families with a comprehensive guide to planning for the lifetime needs of a child with disabilities. It presents the Five Factors readers need to consider-family and support, emotional, financial, legal, and government benefits-and how to plan for these factors at every stage of a child's life. The second edition includes updates based on current law, fully revised chapters with a wealth of practical recommendations, and a ten-step, manageable planning process. Online resources include fillable timelines, worksheets, and other planning documents to help families create a secure, full, and happy life for and with their child"--


The Oxford Handbook of Music and Disability Studies

The Oxford Handbook of Music and Disability Studies

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  • Author: Blake Howe
  • Publisher: Oxford Handbooks
  • ISBN: 0199331448
  • Category : Music
  • Languages : en
  • Pages : 953

Disability is a broad, heterogeneous, and porous identity, and that diversity is reflected in the variety of bodily conditions under discussion here, including autism and intellectual disability, deafness, blindness, and mobility impairment often coupled with bodily deformity. Cultural Disability Studies has, from its inception, been oriented toward physical and sensory disabilities, and has generally been less effective in dealing with cognitive and intellectual impairments and with the sorts of emotions and behaviors that in our era are often medicalized as "mental illness." In that context, it is notable that so many of these essays are centrally concerned with madness, that broad and ever-shifting cultural category. There is also in impressive diversity of subject matter including YouTube videos, Ghanaian drumming, Cirque du Soleil, piano competitions, castrati, medieval smoking songs, and popular musicals. Amid this diversity of time, place, style, medium, and topic, the chapters share two core commitments.0First, they are united in their theoretical and methodological connection to Disability Studies, especially its central idea that disability is a social and cultural construction. Disability both shapes and is shaped by culture, including musical culture. Second, these essays individually and collectively make the case that disability is not something at the periphery of culture and music, but something central to our art and to our humanity.