Cover image for Special needs trusts : protect your child's financial future
Special needs trusts : protect your child's financial future
Title:
Special needs trusts : protect your child's financial future
Author:
Urbatsch, Kevin, author.
ISBN:
9781413331035
Personal Author:
Edition:
10th edition.
Physical Description:
308 pages : forms, samples ; 23 cm
Contents:
People who can benefit from a special needs trust -- How trustees can (and cannot) use trust funds -- Getting money into a special needs trust -- The trustee's job -- Choosing trustees -- Joining a pooled trust -- ABLE accounts -- Creating your special needs trust -- Finalizing and funding your special needs trust -- Preparing a letter of intent -- Where to get more help.
Abstract:
Presents advice on setting up and managing a special needs trust, covering trust benefits, funding, duties of trustees, pooled trusts, taxes, wills, and death of beneficiaries.