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:
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Clear analysis of all aspects of special needs trusts
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Instructions and practice tips on how to define and meet each client’s needs
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Practical tools for properly administering special needs trusts
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Step-by-step guidance on what needs to be done, when, why, and by whom
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All the advice you need to coordinate the benefits and needs of the
incapacitated
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Help in determining if your state is an SSI state, non-SSI state, 209(b)
state—and more!
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A full understanding of the two types of special needs trusts
—third-party and self-settled
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Complete coverage of structured settlements
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Clarification of the various public benefits programs, including Medicaid,
Section 8 Housing, Social Security, Medicare, and more
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Analysis and guidance regarding tax provisions
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Numerous examples to illustrate reliable solutions to key problems
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Extensive guidance on drafting various instruments
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A single, time-saving resource that eliminates the need to search across
numerous references whenever a new question arises
