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Special Needs Trusts: Protect Your Child's Financial Future

  • Edition : 8th ed., 2019
  • Author(s) : Elias, Urbatsch
    • ISBN: 9781413326239
    • SKU: 92124
    • Condition: New
    • Format: Paperback


    • This item ships within 1 to 2 business days.

Use 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 do not count against eligibility for benefits and can be used 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 the successor trustee, and
  • pros and cons of joining a pooled trust

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 8th edition is thoroughly updated and includes new chapters on ABLE accounts and letters of intent.

Note: This book explains third-party special needs trusts -- that is, trusts you set up for someone else.  You cannot make a special needs trust for yourself with this title.