Special Needs Trust Administration Manual

Author : Barbara D. Jackins
Publisher : iUniverse
ISBN 13 : 0595331068
Total Pages : 144 pages
Book Rating : 4.62/5 ( download)

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Download or read book Special Needs Trust Administration Manual written by Barbara D. Jackins and published by iUniverse. This book was released on 2005 with total page 144 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.

Author : Barbara D. Jackins
Publisher :
ISBN 13 : 9780998814216
Total Pages : 0 pages
Book Rating : 4.10/5 ( download)

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Download or read book Managing a Special Needs Trust written by Barbara D. Jackins and published by . This book was released on 2020 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.

Author : Kevin Urbatsch
Publisher : iUniverse
ISBN 13 : 1532001738
Total Pages : 551 pages
Book Rating : 4.34/5 ( download)

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Download or read book Administering the California Special Needs Trust written by Kevin Urbatsch and published by iUniverse. This book was released on 2016-10-21 with total page 551 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.

Author : Anna Sappington
Publisher :
ISBN 13 : 9780997019926
Total Pages : pages
Book Rating : 4.21/5 ( download)

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Download or read book Pennsylvania Special Needs Planning Guide written by Anna Sappington and published by . This book was released on 2017 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Author : Thomas D. Begley (Jr.)
Publisher : Aspen Pub
ISBN 13 : 9780735572881
Total Pages : 1156 pages
Book Rating : 4.87/5 ( download)

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Download or read book Special Needs Trusts Handbook written by Thomas D. Begley (Jr.) and published by Aspen Pub. This book was released on 2008-05-08 with total page 1156 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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

Author : Julieanne E. Steinbacher
Publisher :
ISBN 13 :
Total Pages : 0 pages
Book Rating : 4.38/5 ( download)

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Download or read book Pennsylvania Trust Guide written by Julieanne E. Steinbacher and published by . This book was released on 2023 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Author : Michael Gilfix
Publisher :
ISBN 13 : 9780996031226
Total Pages : pages
Book Rating : 4.27/5 ( download)

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Download or read book Special Needs Trust Creation and Management Guide written by Michael Gilfix and published by . This book was released on 2013-03-01 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Author : Bart Stevens
Publisher :
ISBN 13 : 9780972564205
Total Pages : 0 pages
Book Rating : 4.09/5 ( download)

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Download or read book The ABC's of Special Needs Planning --made Easy written by Bart Stevens and published by . This book was released on 2002 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: This simple, step-by-step comprehensive guide helps families and professionals plan for the future care, supervision, security and quality of life for a person with special needs.

Author : Stephen Elias
Publisher : NOLO
ISBN 13 : 9781413313840
Total Pages : 282 pages
Book Rating : 4.41/5 ( download)

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Download or read book Special Needs Trusts written by Stephen Elias and published by NOLO. This book was released on 2011 with total page 282 pages. Available in PDF, EPUB and Kindle. Book excerpt: Presents advice on setting up and managing a special needs trust, covering trust benefits, funding, duties of trustees, pooled trusts, taxes, wills, and death beneficiaries.

Author : Begley, Canellos
Publisher : Wolters Kluwer
ISBN 13 : 0735572887
Total Pages : 2870 pages
Book Rating : 4.81/5 ( download)

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Download or read book Special Needs Trusts Handbook written by Begley, Canellos and published by Wolters Kluwer. This book was released on with total page 2870 pages. Available in PDF, EPUB and Kindle. Book excerpt: