E-Book Overview
The forms and information you need for 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 longer able to give that care. Fortunately, there's a simple solution to this dilemma -- create a "special needs trust". Special Needs Trusts shows you how to leave any amount of money to your disabled loved one, without jeopardizing government benefits. It provides plain-English information and forms that let you create a special needs trust by modifying your will or living trust document. Funds in a special needs trust can make a big difference in quality of life by paying for annual independent check-ups, personal care attendant or escort, vehicles and transportation, insurance, rehabilitation, essential dietary needs, materials for recreation, trips or vacations, entertainment, athletic training or competitions and much more! 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 information about your loved one. It includes the forms you need as tear-outs and on CD-ROM.
E-Book Content
2nd edition
Special Needs Trusts Protect Your Child’s Financial Future
by Attorney Stephen Elias
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2nd edition
Special Needs Trusts Protect Your Child’s Financial Future
by Attorney Stephen Elias
second Edition
April 2007
Editor
Betsy simmons
Book Design
susan putney
Production
Jessica Sterling
Index
Medea minnich
Proofreading
paul tyler
Printing
delta printing solutions, inc.
Elias, Stephen. Special needs trusts : protect your child’s financial future / by Steve Elias.-- 2nd ed. p. cm. ISBN-13: 978-4133-0630-9 (alk. paper) ISBN-10: 1-4133-0638-1 (alk. paper) 1. Children with disabilities--Legal status, laws, etc.--United States. 2. Estate planning--United States. 3. Trusts and trustees--United States. 4. People with disabilities--Finance, Personal. I. Title. KF480.Z9E435 2007 332.024'016087--dc22 2006047024
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