Special Needs Trusts "With CD": Protect Your Child's Financial Future [With CDROM]

by Stephen Elias and Kevin Urbatsch

Book Overview

Create a special needs trust for a loved one's care and get peace of mind If you care for a child or other loved one with a disability, you've no doubt thought about what will happen when you're no... This description may be from another edition of this product.

• Format: Paperback
• Language: English
• ISBN: 1413301452
• ISBN13: 9781413301458
• Release Date: January 2005
• Publisher: NOLO
• Length: 300 Pages
• Weight: 1.04 lbs.
• Dimensions: 0.6" x 7.1" x 9.1"

Customer Reviews

Special Needs trusts guidance

I have already set up a special needs trust using a lawyer, but I wanted to read more on these types of trusts. I would say this is a valuable resource for subsequent or co-trustees. It contains some information about the practical aspects of setting up, and administering trusts for those who are not professionals.

Perfect !

Nolo's Special Needs Trusts book is precise, concise, and very informative. Well organized, it reads fast and easilly. It's very practical too. We are using and depending on it's content. I even corrected the overseer of our trust. Perfect! Rich

Valuable Reference for Planning a Special Needs Trust

This book is designed to help readers set up their own special needs trust without an attorney--and you could do that with the resources provided, but I expect most readers will prefer to use a professional to establish an estate plan with the special needs trust as an important element. Whether or not you plan to use an attorney, however, this book is an invaluable resource for anyone considering a special needs trust. I have attended seminars on Special Needs Trusts, and my wife and I have had an initial meeting with an attorney to set up a trust for our disabled daughter. As a result, I came to this book with a well-developed idea of what could be accomplished with Special Needs Trust. Still, I learned a great deal from this book. There were several issues related to handling of assets within the trust and the management of housing expenses that became much clearer to me after reading this book. Reading this book helped form important questions that we will be exploring with our attorney, and helps us understand in greater depth what she will be doing for us. In this way, this book is helping us maximize the value we get from our attorney's services.