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Author : Michael Gilfix
Publisher :
ISBN 13 : 9780996031226
Total Pages : pages
Book Rating : 4.27/5 ( download)
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 : Barbara D. Jackins
Publisher :
ISBN 13 : 9780998814216
Total Pages : 0 pages
Book Rating : 4.10/5 ( download)
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 : 146206051X
Total Pages : 434 pages
Book Rating : 4.11/5 ( download)
Download or read book Administering the California Special Needs Trust written by Kevin Urbatsch and published by iUniverse. This book was released on 2011-12 with total page 434 pages. Available in PDF, EPUB and Kindle. Book excerpt: In Administering the California Special Needs Trust, author Kevin Urbatsch presents a guide for anyone assigned the duty of managing a Special Needs Trust for a person with a disability. Though geared toward those who never have administered a trust, it also provides sophisticated answers for experienced trustees concerning some of the unique responsibilities a trustee of a special needs trust will encounter. Urbatsch, a California attorney who has years of experience in assisting trustees to manage special needs trusts, has written extensively for both attorneys and families on how best to establish a special needs trust. Administering the Special Needs Trust addresses specific California issues that a special needs trust trustee encounters daily. In a question-and-answer format, it addresses how to - avoid the most common mistakes made by SNT trustees; - understand the type of public benefits available for California persons with disabilities; - learn how SNT disbursements will affect these public benefits; - best pay for a person with a disability's housing, caregiver costs, transportation, and related expenses; - handle SNT investments, accountings, and taxes; - terminate the SNT. With 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 a special needs trust for people with disabilities.
Author : Michael Gilfix
Publisher :
ISBN 13 : 9780996031202
Total Pages : pages
Book Rating : 4.00/5 ( download)
Download or read book Special Needs Trust Creation and Management Guide written by Michael Gilfix and published by . This book was released on 2014-04-01 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: Special Needs Trusts are simply a necessity if you have a disabled child or close family member. Michael Gilfix makes the Special Needs Trust understandable and manageable.
Author : Barbara D. Jackins
Publisher : iUniverse
ISBN 13 : 0595331068
Total Pages : 144 pages
Book Rating : 4.62/5 ( download)
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 : Kevin Urbatsch
Publisher : iUniverse
ISBN 13 : 1532001738
Total Pages : 551 pages
Book Rating : 4.34/5 ( download)
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 : Cynthia R. Haddad
Publisher : Paul H Brookes Publishing
ISBN 13 : 9781681254319
Total Pages : pages
Book Rating : 4.1X/5 ( download)
Download or read book The Special Needs Planning Guide written by Cynthia R. Haddad and published by Paul H Brookes Publishing. This book was released on 2022 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: "Written with both compassion and expertise, this bestselling book provides families with a comprehensive guide to planning for the lifetime needs of a child with disabilities. It presents the Five Factors readers need to consider-family and support, emotional, financial, legal, and government benefits-and how to plan for these factors at every stage of a child's life. The second edition includes updates based on current law, fully revised chapters with a wealth of practical recommendations, and a ten-step, manageable planning process. Online resources include fillable timelines, worksheets, and other planning documents to help families create a secure, full, and happy life for and with their child"--
Author : David A. Morton
Publisher : NOLO
ISBN 13 : 9780873379144
Total Pages : 592 pages
Book Rating : 4.44/5 ( download)
Download or read book Nolo's Guide to Social Security Disability written by David A. Morton and published by NOLO. This book was released on 2003 with total page 592 pages. Available in PDF, EPUB and Kindle. Book excerpt: Social Security disability is an enormous program, with hundreds of thousands of people participating each year. Consequently, it's easy for both participants and first-time applicants to get lost in the system's bureaucracy.Nolo's Guide to Social Security Disability is an essential book for anyone dealing with a long-term or permanent disability. Written both for first-time applicants and those who already receive Social Security disability, Dr. David Morton's book demystifies the program in plain English, thoroughly explaining:* what Social Security disability is* what benefits are available to disabled children* how to prove a disability* how age, education and work experience affect benefits* whether or not one can work while receiving benefits* how to appeal a denial of benefits* how to respond to a Continuing Disability Review* and much more
Author : Stanley Klein
Publisher : McGraw Hill Professional
ISBN 13 : 0071442766
Total Pages : 225 pages
Book Rating : 4.63/5 ( download)
Download or read book Reflections from a Different Journey written by Stanley Klein and published by McGraw Hill Professional. This book was released on 2004-03-22 with total page 225 pages. Available in PDF, EPUB and Kindle. Book excerpt: Offers parents of children with disabilities inspiration and advice from those who've been there Reflections from a Different Journey presents 40 stories by successful adults who grew up with disabilities. They provide insights into what it is like to persevere in the face of community prejudices, and what it takes for families and children with disabilities to work together toward fulfillment. While there are many books for parents on raising a child with a disability, this is the first to help them learn from people with disabilities, and to help children face the unique challenges and rewards of growing up with a disability. Reflections from a Different Journey will also encourage and inspire older children and adults with disabilities, other family members, and education and health care professionals who serve these families.
Author : Edward L. Perkins
Publisher : Pbi Press
ISBN 13 : 9781578042203
Total Pages : 354 pages
Book Rating : 4.08/5 ( download)
Download or read book Special Needs Trusts in Pennsylvania written by Edward L. Perkins and published by Pbi Press. This book was released on 2018 with total page 354 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book contains all the information you need to know to guide you through the difficult process of creating a special needs trust. Includes information on disability programs, health insurance programs, SSI/MA benefits, drafting tips, and more. A step-by-step checklist tells you where to go, what to do, and what to take into consideration to set up a special needs trust. Also includes electronic download of the book in PDF format and sample forms.
