A Practical Guide to Estate Planning for a Family with a Special Needs Child PDF Download
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Author: Sebastian V. Grassi, Jr.
Publisher: ALI-ABA
ISBN: 0831899840
Category : Law
Languages : en
Pages : 373
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Book Description
Author: Sebastian V. Grassi, Jr.
Publisher: ALI-ABA
ISBN: 0831899840
Category : Law
Languages : en
Pages : 373
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Book Description
Author: Cynthia R. Haddad
Publisher: Paul H Brookes Publishing
ISBN: 9781681254319
Category : FAMILY & RELATIONSHIPS
Languages : en
Pages :
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Book Description
"Written with both compassion and expertise, this bestselling book provides families with a comprehensive guide to planning for the lifetime needs of a child with disabilities. It presents the Five Factors readers need to consider-family and support, emotional, financial, legal, and government benefits-and how to plan for these factors at every stage of a child's life. The second edition includes updates based on current law, fully revised chapters with a wealth of practical recommendations, and a ten-step, manageable planning process. Online resources include fillable timelines, worksheets, and other planning documents to help families create a secure, full, and happy life for and with their child"--
Author: Barbara Jackins
Publisher:
ISBN: 9780998814223
Category :
Languages : en
Pages : 0
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Book Description
A PRACTICAL GUIDE TO LEGAL PLANNING for Massachusetts parents of children with special needs. In a relaxed conversational style, Attorney Barbara Jackins explains the essential elements of SSI, guardianship, public benefits, and estate planning when there is a family member with a disability. Families will find the information they need to:* Obtain SSI benefits for a child who is age 18 or older* Contribute to a child's financial support without reducing public benefits* Understand the court process for guardianship* Learn about the alternatives to guardianship* Secure a child's financial future with a special needs trust
Author: Rob Wrubel
Publisher: Rosalibean Publishing LLC
ISBN: 9780996659239
Category :
Languages : en
Pages : 142
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Book Description
30 Days to Your Special Needs Trust - A Quick Start Guide to Your Special Needs Estate Plan Estate planning is an urgent issue for families who have a member with an intellectual or developmental disability. This crucial planning step can preserve income, health insurance and access to programs to support a person with disabilities, but too many families get stuck and don't act. Families cannot afford to get stuck. The potential value of benefits is too great to lose. 30 Days to Your Special Needs Trust focuses on simplifying the decisions families have to make. It encourages you to take action and complete your special-needs trust and estate plan to protect your family. This quick-start guide will help you: - Act quickly to protect valuable benefit programs - Learn the primary decisions to make in creating an estate plan - Create a list of names to fill key roles - Reduce stress when you finish this important planning step
Author: Ray D. Madoff
Publisher: CCH
ISBN: 9780808092339
Category : Estate planning
Languages : en
Pages : 844
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Book Description
Practical Guide to Estate Planning provides an overview of estate planning, offering the widest variety of discussion on planning principles and tools from the simple to the sophisticated. This book is not lacking in detail, witnessed by its well-annotated collection of forms that will appeal to many experienced estate planners. The layout of this book reflects its emphasis on simplicity and clarity. It is divided into four major sections, the first of which provides a general view of the estate planning process.
Author: Barbara D. Jackins
Publisher:
ISBN: 9780998814216
Category : People with disabilities
Languages : en
Pages : 0
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Book Description
For Massachusetts residents, check out LEGAL PLANNING FOR SPECIAL NEEDS IN MASSACHUSETTS. Same great information written for MA programs. Managing a Special Needs Trust 2020 EDITION includes updates on: * Housing: How an ABLE account can be used to pay for housing expenses without reducing SSI benefits* Vacations: New SSI rules allow trust payment of vacation expenses for family members who travel with the beneficiary* A new financial product-the True Link card--allows the beneficiary to have spending money without reducing SSI benefits. As well as all the details you've come to expect in this comprehensive guideMANAGING A SPECIAL NEEDS TRUST: A GUIDE FOR TRUSTEES covers many topics you need to know, including: * What trustees need to know about public benefit programs such as SSI, SSDI, Medicare, and Medicaid* Taxes and special needs trusts* Payment of recreation, transportation, and medical costs* Housing subsidies * Trustee dutiesBy reading MANAGING A SPECIAL NEEDS TRUST, you will learn how a trustee can use trust funds to meet the financial needs of a person with disabilities and still comply with the complex rules of government benefit programs. THIS UPDATED BOOK IS RELEVANT TO ALL 50 STATES. While earlier editions were focused on Massachusetts' laws and procedures, this book applies to all states-the book covers uniform statues that have been adopted in most states. It also provides information on the rules of most major federal benefit programs that provide cash, medical benefits and housing subsidies to people with disabilities. MANAGING A SPECIAL NEEDS TRUST: A GUIDE FOR TRUSTEES is an invaluable resource for anyone who is managing a special needs trust.
Author: Hal Wright
Publisher: Jessica Kingsley Publishers
ISBN: 0857006843
Category : Family & Relationships
Languages : en
Pages : 360
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Book Description
The purpose of special needs planning is to create the best possible life for an adult with a disability. This book provides comprehensive guidance on creating a life plan to transition a special needs child to independence or to ensure they are well cared for in the future. Beginning with a vision of a meaningful life for the child, Hal Wright explains how to form a practical plan to reach these goals, how to mentor personal empowerment and task skills, and how to create circles of support to sustain a life plan. He next looks at employment and residential options, and government programs available in the United States. Finally he talks the reader through important financial and legal considerations, including how to fund and manage a special needs trust. This book will be essential reading for all parents or guardians of a child with a cognitive, mental or physical impairment. It will also be of interest to attorneys, financial planners, insurance agents, trust officers and other professionals looking to better serve the special needs community.
Author: Rounds
Publisher: Wolters Kluwer
ISBN: 145487158X
Category : Trusts and trustees
Languages : en
Pages : 1902
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Book Description
Loring and Rounds: A Trustee's Handbook--well over 1,550 pages-- is regarded not only as authoritative but also as the most convenient, reliable, and complete single-volume source for trust doctrine. Get in-depth information on how to stay on top of the developments in this complex field of practice. The Handbook carries on the tradition of concise, practical, and up-to-date guidance for trustees, a tradition that began in 1898 with the First Edition. This classic trust reference distills the essence of trust law, illuminating the fundamental principles and answering the basic questions. Loring and Rounds: A Trustee's Handbook, 2017 Edition is up to date and includes eleven chapters of important information, such as chapters on: The Property Requirement The Trustee's Office Interests Remaining with the Settlor The Beneficiary The Trustee's Duties The Trustee's Liabilities Miscellaneous Topics of General Interest to the Trustee Special Types of Trusts The Income Taxation of Trusts Tax Basis/Cost of Trust Property
Author: Barbara D. Jackins Attorney
Publisher:
ISBN: 9781449087425
Category : Law
Languages : en
Pages : 308
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Book Description
Legal Planning for Special Needs is a must have resource for parents of children with disabilities and the professionals and advocates who assist them. In an easy-to-read, conversational style, the author covers the essential elements of SSI, guardianship, and estate planning when there is a child with a disability in the family. This book, which updates an earlier edition, covers the 2009 changes in the Massachusetts guardianship laws.
Author: Vicki Cook
Publisher: Simon and Schuster
ISBN: 1507216408
Category : Business & Economics
Languages : en
Pages : 272
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Book Description
Discover the ins and outs of planning your own or your loved one’s last wishes with this easy-to-understand guide to estate planning. No one likes to talk about death, but being prepared for any unexpected tragedy can help your loved ones navigate your loss more easily in the long run. From creating your advanced medical directives to designating your beneficiaries, estate planning can ensure that your wishes are carried out when you are no longer around. With Estate Planning 101, you can get your affairs in order before any unfortunate incident occurs. This easy-to-understand guide comes with detailed information on what needs to be done to protect your estate. With information on creating a living will, minimizing estate taxes, choosing an executor, and more, you will be prepared for the future, no matter what it brings. Estate Planning 101 offers you step-by-step instructions and checklists to keep you organized for whatever life throws your way.
