Special Needs Trusts Handbook

Special Needs Trusts Handbook is the single-volume, comprehensive resource that enables you to handle the complex requirements of drafting and administering trusts for clients who are mentally or physically disabled, or who wish to provide for others with disabilities. This one-of-a-kind reference enables you to determine which trust is appropriate, how to draft each trust to cover specific issues, and how to administer each trust - making certain that your client maintains public benefits while still receiving funds from the trust.

An emerging new field for most practitioners, the area of special needs trusts requires a single, reliable reference. Special Needs Trusts Handbook fills that need completely, including forms on bonus CD-ROM. You gain instant access to:



Clear analysis of all aspects of special needs trusts
Instructions and practice tips on how to define and meet each clientand#8217;s needs
Practical tools for properly administering special needs trusts
Step-by-step guidance on what needs to be done, when, why, and by whom
All the advice you need to coordinate the benefits and needs of the incapacitated
Help in determining if your state is an SSI state, non-SSI state, 209(b) stateand#8212;and more!
A full understanding of the two types of special needs trusts and#8212;third-party and self-settled
Complete coverage of structured settlements
Clarification of the various public benefits programs, including Medicaid, Section 8 Housing, Social Security, Medicare, and more
Analysis and guidance regarding tax provisions
Numerous examples to illustrate reliable solutions to key problems
Extensive guidance on drafting various instruments
A single, time-saving resource that eliminates the need to search across numerous references whenever a new question arises