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Details
| Document Type: | Book |
|---|---|
| All Authors / Contributors: |
Stephen Elias |
| ISBN: | 9781413310177 1413310176 |
| OCLC Number: | 262885235 |
| Notes: | Includes index. 4th ed.- cataloged as a serial in LC. |
| Description: | 266 p. : forms ; 23 cm. + 1 CD-ROM (4 3/4 in.) |
| Details: | System requirements for accompanying CD-ROM: Windows, Adobe Acrobat Reader. |
| Contents: | Providing for a loved one with a special needs trust -- Who can benefit from a special needs trust -- How trust funds can (and cannot) be used -- Getting money into a special needs trust -- The trustee's job -- Choosing trustees -- Joining a pooled trust -- Creating your special needs trust -- Finalizing and funding your special needs trust -- Where to get more help. |
| Responsibility: | by Stephen Elias. |
Abstract:
"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. Includes the forms you need as tear-outs and on CD-ROM, including new SSI/Medicaid forms.
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