Overview
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.
The forms from the CD-Rom are available in the ebook bookmark under APPENDIX A, B & C
Synopsis
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.
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. The 4th 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.
Support for Families of Children With Disabilities Newsletter
Does a good job of explaining what a special needs trust can do to protect the benefits of a person with disabilities.... Even if after reading the book you feel you need a lawyer, you will have the knowledge to approach the subject.