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Special Needs Trusts: Protect Your Child's Financial Future (9th Edition) Spiral-Bound | October 26, 2021

Kevin Urbatsch, Jessica Farinas Jones

$30.59 - Free Shipping
Planning for the financial future of a loved one who receives disability? Understand that giving this person anything of value (such as in a regular will or trust) will result in a reduction of SSI and Medicaid. Avoid this cruel result by creating a special needs trust. This book explains how these trusts work, and shows you how to set one up, with or without a lawyer.

Leave money to a loved one with a disability—without losing benefitsUse a special needs trust to provide financial security for your child (or anyone) with a disability, without jeopardizing important government benefits. Funds in a special needs trust, when used correctly, do not count against eligibility for benefits and can be spent to improve the quality of your child’s life.

This book provides everything you need to know about special needs trusts—whether you make one yourself with this book or have an attorney draft one for you. The authors explain:

  • how special needs trusts work
  • the trustee’s role
  • ways to pass important information to successor trustees
  • the pros and cons of joining a pooled trust.
Publisher: Ingram Publisher Services
Original Binding: Trade Paperback
Pages: 336 pages
ISBN-10: 1413329012
Item Weight: 1.0 lbs
Dimensions: 7.0 x 0.8 x 9.0 inches
"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." Support for Families of Children With Disabilities Newsletter

"What will happen to our son or daughter when we are no longer here?’ Special Needs Trusts provides parents with an answer.” Roslyn Brilliant, Former Executive Director, Disabled and Alone/ Life Services for the Handicapped, inc.

Kevin Urbatsch is a principal of the special needs and settlement planning firm, Urbatsch Law Firm P.C. in Walnut Creek, California. He is a nationally recognized expert in the unique planning needs of individuals with disabilities and their families. Mr. Urbatsch is a charter member of the national organization, the Academy of Special Needs Planners. He writes and is a frequent lecturer both locally and nationally on planning for persons with disabilities, primarily concerning special needs trust drafting and administration.