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Special Needs Trusts: Protect Your Child's Financial Future

Create a special needs trust for a loved one's care with the forms and information you need for peace of mind.

If you care for a child or other loved one with a disability, you've no doubt thought about what will happen when you're no longer able to give that care. Fortunately, there's a simple solution to this dilemma — create a "special needs trust."

Special Needs Trusts shows you how to leave any amount of money to your disabled loved one — without jeopardizing government benefits. It provides plain-English information and forms that let you create a special needs trust by modifying your will or living trust document.

Funds in a special needs trust can make a big difference in quality of life by paying for:

annual independent check-ups  personal care attendant or escort  vehicles and transportation  insurance  rehabilitation  essential dietary needs  materials for recreation  trips or vacations  entertainment  athletic training or competitions  and much more.

Special Needs Trusts also provides a formal letter to the trustee, which explains this very important role, and a personal letter to the trustee, which provides information about your loved one. This edition has been thoroughly updated to reflect the latest changes in the law and provides an expanded list of resources. Plus, find the forms you need as tear-outs and on CD-ROM, including new SSI/Medicaid forms.

  • Format
  • paperback
  • Pages
  • 296
  • Language
  • english
  • ISBN
  • 9781413313840
  • Release date
  • 2011