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Special needs trusts : protect your child's financial future  Cover Image Book Book

Special needs trusts : protect your child's financial future / Kevin Urbatsch & Michele Fuller-Urbatsch.

Urbatsch, Kevin, (author.). Fuller, Michele, (author.).

Summary:

Presents advice on setting up and managing a special needs trust, covering trust benefits, funding, duties of trustees, pooled trusts, taxes, wills, and death of beneficiaries.

Record details

  • ISBN: 1413326234
  • ISBN: 9781413326239
  • Physical Description: 276 pages : forms ; 23 cm
  • Edition: 8th edition.
  • Publisher: Berkeley, California : Nolo, 2019.

Content descriptions

Bibliography, etc. Note:
Includes bibliographical references and index.
Formatted Contents Note:
People who can benefit from a special needs trust -- How trustees can (and cannot) use trust funds -- Getting money into a special needs trust -- The trustee's job -- Choosing trustees -- Joining a pooled trust -- ABLE accounts -- Creating your special needs trust -- Finalizing and funding your special needs trust -- Preparing a letter of intent -- Where to get more help.
Subject: Children with disabilities > Legal status, laws, etc. > United States.
Estate planning > United States.
Trusts and trustees > United States.
People with disabilities > Finance, Personal.
Supplemental-needs trusts > United States.
Genre: Law for laypersons.

Available copies

  • 2 of 2 copies available at Lehigh Valley Library System. (Show)
  • 1 of 1 copy available at Bethlehem Area Public Library System.

Holds

  • 0 current holds with 2 total copies.
Show Only Available Copies
Location Call Number / Copy Notes Barcode Shelving Location Status Due Date
Bethlehem Main Library 332.024 8th Ed. (Text) 33062009209652 Adult Nonfiction Available -


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