Special Needs Trusts (ePub)

Name: Special Needs Trusts
Brand: Nolo
SKU: 113868368
Price: 36.99 EUR
Availability: OnlineOnly

Protect Your Child's Financial Future (Sprache: Englisch)

Autoren: Kevin Urbatsch , Michele Fuller-Urbatch

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Special Needs Trusts, Kevin Urbatsch, Michele Fuller-Urbatch

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Leave money to a loved one with a disability—without losing benefits

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Bestellnummer: 113868368

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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 do not count against eligibility for benefits and can be used 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 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, and

creating special needs trust with or without a lawyer.

This edition is thoroughly updated and includes new chapters on ABLE accounts and letters of intent.

All forms are downloadable through a special link in the book.

Autoren-Porträt von Kevin Urbatsch, Michele Fuller-Urbatch

Kevin Urbatsch is a principal of the special needs and settlement planning firm, Urbatsch Law Firm P.C. in Walnut Creek, California. He is a nationally recognized expert in the unique planning needs of individuals with disabilities and their families. Mr. Urbatsch is a charter member of the national organization, the Academy of Special Needs Planners. He writes and is a frequent lecturer both locally and nationally on planning for persons with disabilities, primarily concerning special needs trust drafting and administration.

Michele Fuller-Urbatch is the founder of the Michigan Law Center, PLLC. The firm focuses solely on planning that preserves and protects the assets of persons with disabilities and their families. Mrs. Fuller-Urbatch serves as an Advisory Board Member of the Academy of Special Needs Planners, a board member of the Michigan chapter of the National Academy of Elder Law Attorneys, and as Secretary of the Council for the Elder Law and Disability Rights Section of the State Bar of Michigan. She is a frequent publisher and speaker for national, state, and local organizations that address planning issues for people with disabilities.

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Bibliographische Angaben

Autoren: Kevin Urbatsch , Michele Fuller-Urbatch
2019, 312 Seiten, Englisch
Verlag: Nolo
ISBN-10: 1413326242
ISBN-13: 9781413326246
Erscheinungsdatum: 03.05.2019

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Dateiformat: ePub
Größe: 3.79 MB
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