Special Needs Trusts: Protect Your Child's Financial Future

Special Needs Trusts: Protect Your Child's Financial Future - Kevin Urbatsch

Special Needs Trusts: Protect Your Child's Financial Future


Leave money to a loved one with a disability--without losing benefits

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 successor trustees
  • the pros and cons of joining a pooled trust.

With Downloadable Forms -Trust forms and sample letters are provided in the book and are available for download at nolo.com (details inside).

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Leave money to a loved one with a disability--without losing benefits

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 successor trustees
  • the pros and cons of joining a pooled trust.

With Downloadable Forms -Trust forms and sample letters are provided in the book and are available for download at nolo.com (details inside).

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