Special needs trusts

Book - 2005

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346.73059/Nolo
2023: 1 / 1 copies available
Location Call Number   Status
2nd Floor 346.73059/Nolo 2023 Checked In
Subjects
Published
Berkeley, CA : Nolo 2005-
Language
English
Corporate Author
Nolo (Firm)
Corporate Author
Nolo (Firm) (-)
Item Description
"Protect your child's financial future."
Earlier editions, 2-3, cataloged as monographs in LC.
Physical Description
volumes : illustrations ; 23 cm
Publication Frequency
Biennial.
ISBN
9781413331035
ISSN
21675716
  • Your Legal Companion for Special Needs Trusts
  • 1. People Who Can Benefit From a Special Needs Trust
  • People With a Permanent or Severe Disability Who Are Unable to Earn a Living
  • Someone Who Might Get Better
  • Someone Who Might Need a Special Needs Trust Later
  • Someone Who Is Eligible for Medicare or SSDI
  • Someone Who Needs Assistance Managing an Inheritance
  • Alternatives to a Special Needs Trust
  • 2. How Trustees Can (and Cannot) Use Trust Funds
  • SSI Income and Resource Limits: An Overview
  • Assets in the Special Needs Trust
  • How Trustees Use Special Needs Trust Funds
  • Exempt Resources
  • Gifts of Cash
  • Payments for Food or Shelter
  • Valuing Gifts of Food or Shelter From Other Sources
  • 3. Getting Money Into a Special Needs Trust
  • Who Can Set Up a Special Needs Trust
  • Tell Family and Friends About the Trust
  • Assets You Can Put in a Special Needs Trust
  • How Much Money Will Your Loved One Need?
  • How to Leave Money After You Die to a Special Needs Trust
  • Try to Head Off Mixing the Beneficiary's Property With Trust Property
  • 4. The Trustee's Job
  • The Trustee's Basic Duties
  • Working With a Guardian or Conservator
  • Investing Trust Property
  • Spending Trust Money for the Beneficiary
  • Managing a Remainder Beneficiary's Property
  • Preserving Eligibility for SSI and Medicaid
  • Paying Taxes
  • Going to Court
  • Letter to Trustee
  • 5. Choosing Trustees
  • An Overview of Your Options
  • Picking the Ideal Trustee
  • Naming the Initial Trustee
  • Naming Successor Trustees
  • Naming Cotrustees
  • Naming a Professional or Corporate Trustee
  • Using a Trust Protector or Trust Advisory Committee
  • Signing Up for a Pooled Trust
  • 6. Joining a Pooled Trust
  • An Overview of Pooled Trusts
  • Anticipating Your Use of a Pooled Trust
  • Can You Use a Pooled Trust?
  • How Pooled Trusts Work
  • Joining a Pooled Trust
  • What Happens When the Trust Ends
  • 7. ABLE Accounts
  • Qualifying for and Opening an ABLE Account
  • Funding an ABLE Account
  • Spending ABLE Account Funds
  • Debit or Prepaid Cards
  • Medicaid Payback
  • Is an ABLE Account Right for You or Your Loved One?
  • 8. Creating Your Special Needs Trust
  • Drafting the Trust Document
  • Making the Trust Legal and Effective
  • Keeping the Special Needs Trust Up to Date
  • Sample Special Needs Trust
  • 9. Finalizing and Funding Your Special Needs Trust
  • Making Your Trust Legal
  • Taxes
  • Opening the Trust's Deposit Account
  • Incorporating the Trust Into Your Estate Plan
  • 10. Preparing a Letter of Intent
  • How a Letter of intent Helps
  • Before You Write Your Letter
  • What to include in Your Letter
  • After You Write Your Letter
  • 11. Where to Get More Help
  • Lawyers
  • Paralegals
  • Certified Financial Planners
  • SSA and Medicaid Personnel
  • Keeping Up to Date
  • Books
  • G. Glossary
  • Appendixes
  • A. Letter to Trustee
  • Letter to Trustee
  • Managing a Special Needs Trust
  • Documenting the Authority of Successor Trustees
  • B. Sample Letter of Intent
  • Sample Letter of Intent
  • Certificate of Trust
  • C. Using the E-Forms
  • Using the RTFs
  • List of Forms
  • Index