04557cam a2200433 i 4500 259204150 TxAuBib 20160402120000.0 150428s2015||||||||||||||||||||||||eng|u 2006222963 9781413321425 1413321429 2167-5716 TxAuBib rda Urbatsch, Kevin. Special needs trusts : protect your child's financial future / Kevin Urbatsch & Michele Fuller. 6th ed. Berkeley, Calif : Nolo, 2015. 284 pages : forms ; 23 cm. txt rdacontent n rdamedia nc rdacarrier Includes bibliographical references and index. Your legal companion for special needs trusts. 1. Planning for a loved one with special needs : Why you may want to make a special needs trust ; How a special needs trust can help ; Who can benefit from a special needs trust ; Who can set up a special needs trust ; Alternatives to a special needs trust ; How a special needs trust works: nuts and bolts -- 2. Who can benefit from a special needs trust : Someone with a permanent or severe disability who is unable to earn a living ; Someone who may get better ; Someone who may need a special needs trust later ; Someone who is eligible for Medicare or SSDI ; Someone who needs assistance managing an inheritance -- 3. How trust funds can (and cannot) be used : SSI income and resource limits: an overview ; Assets in the special needs trust ; What special needs trust funds can be used for ; Gifts of cash ; Payments for food or shelter ; Gifts of food or shelter from other sources ; What the trustee should not pay for: countable assets -- 4. Getting money into a special needs trust : What assets to put into a special needs trust ; How much money will your loved one need? ; How to leave money to a special needs trust ; Don't commingle the beneficiary's property with trust property -- 5. 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 -- 6. Choosing trustees : An overview of your options ; Signing up for a pooled trust ; 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 -- 7. Joining a pooled trust : An overview of pooled trusts ; Can you use a pooled trust? ; How pooled trusts work ; Joining a pooled trust ; What happens when the trust ends -- 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. Where to get more help : Lawyers ; Paralegals ; Certified financial planners ; SSA and Medicaid personnel ; Keeping up to date ; Books -- Appendixes. A. Pooled trusts -- B. Letter to trustee : Managing a special needs trust ; Documenting the authority of successor trustees -- C. Sample beneficiary information letter -- D. Using the eForms : Using the RTFs ; List of forms. Create a trust that provides financial security for a loved one with special needs without jeopardizing government benefits. The sixth edition provides eligibility requirements for government benefits, current resources, and a new perspective on when to make a trust independently and when to seek an attorney's help. 20160402. MG. em. Supplemental-needs trusts United States. Supplemental-needs trusts United States Forms. Children with disabilities Legal status, laws, etc United States. People with disabilities Care United States Planning. Parents of children with disabilities United States Handbooks, manuals, etc. Trusts and trustees United States. Estate planning United States. Law for laypersons. Fuller, Michele.