Special Needs Trusts: Protect Your Child's Financial Future

by Kevin Urbatsch

A special needs trust helps you provide financial security for a loved one with a disability— without jeopardizing important government benefits. In contrast, leaving money directly to loved ones can make it impossible for them to get benefits, including Medicaid.
Special Needs Trusts provides the step-by-step guidance and forms you need to create a special needs trust for your loved one with a disability. Get detailed information








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 crucial information about your loved one. This edition has been thoroughly revised to reflect the latest changes in the law, including updated eligibility requirements for government benefits, current resources, and an experienced perspective about when to make a special needs trust on your own and when to seek the services of an attorney.

296 pages, Kindle Edition

Published April 28, 2015

Reviews

[Justin Tapp · Rating 5 out of 5]

Special Needs Trusts: Protect Your Child's Financial Future 8th Edition

This book is extremely helpful in understanding just about every aspect of establishing and using a special needs trust. I highly recommend reading it before you get started. My now ex-wife and I established a SNT with the help of a lawyer several years ago at the encouragement of a local group supporting families with autism. I wish I had read this sooner as I would have done things differently. Now I'm left with doing the taxes every year and looking at high fees to a lawyer to see what can be done differently. Read this book. Five stars.

[Sherry · Rating 5 out of 5]

If you are considering setting up a SNT, read this book. A lot of valuable information that could save you money and bad decisions.