From the Book - 9th edition.
People who can benefit from a special needs trust
How trustees can (and cannot) use trust funds
Getting money into a special needs trust
Creating your special needs trust
Finalizing and funding your special needs trust
Preparing a letter of intent
From the Book - 8th edition.
People who can benefit from a special needs trust
How trustees can (and cannot) use trust funds
Getting money into a special needs trust
Creating your special needs trust
Finalizing and funding your special needs trust
Preparing a letter of intent
Appendixes. A: letter to trustee ; B: sample letter of intent ; C: using the eForms.
From the Book - 7th edition.
Your legal companion for special needs trusts
Planning for a loved one with special needs
Who can benefit from a special needs trust
How trust funds can (and cannot) be used
Getting money into a special needs trust
Creating your special needs trust
Finalizing and funding your special needs trust
Preparing a letter of intent
From the Book - 6th edition.
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.
