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The Special Needs Planning Guide

The Special Needs Planning Guide PDF Author: Cynthia R. Haddad
Publisher: Paul H Brookes Publishing
ISBN: 9781681254319
Category : FAMILY & RELATIONSHIPS
Languages : en
Pages :

Book Description
"Written with both compassion and expertise, this bestselling book provides families with a comprehensive guide to planning for the lifetime needs of a child with disabilities. It presents the Five Factors readers need to consider-family and support, emotional, financial, legal, and government benefits-and how to plan for these factors at every stage of a child's life. The second edition includes updates based on current law, fully revised chapters with a wealth of practical recommendations, and a ten-step, manageable planning process. Online resources include fillable timelines, worksheets, and other planning documents to help families create a secure, full, and happy life for and with their child"--

The Special Needs Planning Guide

The Special Needs Planning Guide PDF Author: Cynthia R. Haddad
Publisher: Paul H Brookes Publishing
ISBN: 9781681254319
Category : FAMILY & RELATIONSHIPS
Languages : en
Pages :

Book Description
"Written with both compassion and expertise, this bestselling book provides families with a comprehensive guide to planning for the lifetime needs of a child with disabilities. It presents the Five Factors readers need to consider-family and support, emotional, financial, legal, and government benefits-and how to plan for these factors at every stage of a child's life. The second edition includes updates based on current law, fully revised chapters with a wealth of practical recommendations, and a ten-step, manageable planning process. Online resources include fillable timelines, worksheets, and other planning documents to help families create a secure, full, and happy life for and with their child"--

The Complete Guide to Creating a Special Needs Life Plan

The Complete Guide to Creating a Special Needs Life Plan PDF Author: Hal Wright
Publisher: Jessica Kingsley Publishers
ISBN: 0857006843
Category : Family & Relationships
Languages : en
Pages : 360

Book Description
The purpose of special needs planning is to create the best possible life for an adult with a disability. This book provides comprehensive guidance on creating a life plan to transition a special needs child to independence or to ensure they are well cared for in the future. Beginning with a vision of a meaningful life for the child, Hal Wright explains how to form a practical plan to reach these goals, how to mentor personal empowerment and task skills, and how to create circles of support to sustain a life plan. He next looks at employment and residential options, and government programs available in the United States. Finally he talks the reader through important financial and legal considerations, including how to fund and manage a special needs trust. This book will be essential reading for all parents or guardians of a child with a cognitive, mental or physical impairment. It will also be of interest to attorneys, financial planners, insurance agents, trust officers and other professionals looking to better serve the special needs community.

Pennsylvania Special Needs Planning Guide

Pennsylvania Special Needs Planning Guide PDF Author: Anna Sappington
Publisher:
ISBN: 9780997019926
Category : Estate planning
Languages : en
Pages :

Book Description


Administering the California Special Needs Trust

Administering the California Special Needs Trust PDF Author: Kevin Urbatsch
Publisher: iUniverse
ISBN: 146206051X
Category : Law
Languages : en
Pages : 434

Book Description
In Administering the California Special Needs Trust, author Kevin Urbatsch presents a guide for anyone assigned the duty of managing a Special Needs Trust for a person with a disability. Though geared toward those who never have administered a trust, it also provides sophisticated answers for experienced trustees concerning some of the unique responsibilities a trustee of a special needs trust will encounter. Urbatsch, a California attorney who has years of experience in assisting trustees to manage special needs trusts, has written extensively for both attorneys and families on how best to establish a special needs trust. Administering the Special Needs Trust addresses specific California issues that a special needs trust trustee encounters daily. In a question-and-answer format, it addresses how to - avoid the most common mistakes made by SNT trustees; - understand the type of public benefits available for California persons with disabilities; - learn how SNT disbursements will affect these public benefits; - best pay for a person with a disability's housing, caregiver costs, transportation, and related expenses; - handle SNT investments, accountings, and taxes; - terminate the SNT. With checklists, form documents, and law summaries included, Administering the Special Needs Trust contains a wide range of information for those charged with the responsibility of managing a special needs trust for people with disabilities.

Legal Planning for Special Needs in Massachusetts

Legal Planning for Special Needs in Massachusetts PDF Author: Barbara D. Jackins Attorney
Publisher:
ISBN: 9781449087425
Category : Law
Languages : en
Pages : 308

Book Description
Legal Planning for Special Needs is a must have resource for parents of children with disabilities and the professionals and advocates who assist them. In an easy-to-read, conversational style, the author covers the essential elements of SSI, guardianship, and estate planning when there is a child with a disability in the family. This book, which updates an earlier edition, covers the 2009 changes in the Massachusetts guardianship laws.

The ABC's of Special Needs Planning --made Easy

The ABC's of Special Needs Planning --made Easy PDF Author: Bart Stevens
Publisher:
ISBN: 9780972564205
Category : Children with disabilities
Languages : en
Pages : 0

Book Description
This simple, step-by-step comprehensive guide helps families and professionals plan for the future care, supervision, security and quality of life for a person with special needs.

30 Days to Your Special Needs Trust

30 Days to Your Special Needs Trust PDF Author: Rob Wrubel
Publisher: Rosalibean Publishing LLC
ISBN: 9780996659239
Category :
Languages : en
Pages : 142

Book Description
30 Days to Your Special Needs Trust - A Quick Start Guide to Your Special Needs Estate Plan Estate planning is an urgent issue for families who have a member with an intellectual or developmental disability. This crucial planning step can preserve income, health insurance and access to programs to support a person with disabilities, but too many families get stuck and don't act. Families cannot afford to get stuck. The potential value of benefits is too great to lose. 30 Days to Your Special Needs Trust focuses on simplifying the decisions families have to make. It encourages you to take action and complete your special-needs trust and estate plan to protect your family. This quick-start guide will help you: - Act quickly to protect valuable benefit programs - Learn the primary decisions to make in creating an estate plan - Create a list of names to fill key roles - Reduce stress when you finish this important planning step

Pennsylvania Special Needs Planning Guide

Pennsylvania Special Needs Planning Guide PDF Author: Anna Sappington
Publisher:
ISBN: 9781732564046
Category : Estate planning
Languages : en
Pages :

Book Description


Special Needs Planning: A Guide for Families in New York with a Loved One with a Disability

Special Needs Planning: A Guide for Families in New York with a Loved One with a Disability PDF Author: George Gray
Publisher: Lulu.com
ISBN: 1312481773
Category :
Languages : en
Pages : 261

Book Description
This book is a resource to a care giver of a loved one with a disability to provide planning and advice on providing a fulfilling life for the loved one.

Administering the California Special Needs Trust

Administering the California Special Needs Trust PDF Author: Kevin Urbatsch
Publisher: iUniverse
ISBN: 1532001738
Category : Law
Languages : en
Pages : 551

Book Description
Administering a special needs trust (SNT) is a very important job, which often has a profound impact on the life of persons with disabilities. In most cases, the SNT trustee is providing the beneficiary goods and services that improve their quality of life. In some cases, the SNT trustee may be the only person looking to the beneficiarys welfare. Thus, the role of SNT trustee is often a more substantial role than in many other types of trusteeships. The great SNT trustee is a solid financial manager, accountant, record keeper, legal counselor, public benefits advisor, social worker, housing coordinator, civil rights advocate, guardian, and life coach. This is why author Kevin Urbatsch published his book titled Administering the California Special Needs Trust. It has been five years since the book was published. The reception for it far exceeded expectations. There have been excellent reviews of how it has helped SNT trustees, beneficiaries, their families, and professionals who advise persons with disabilities. After reviewing the book, the Federal Financial Institutions Examination Council (FFIEC) flew Kevin to Washington D.C. to present to federal government bank auditors on what to look for when auditing corporate trustees when banks administer special needs trusts. Other than the numbers that change each year, like SSI or SSDI, the balance of the book was current and up-to-date. However, there were some subjects that were missing in the book plus a couple of big changes that occurred since publication, including the passage of the Affordable Care Act and the ABLE (Achieving a Better Life Experience) Act that provide excellent new tools for the SNT trustee. Kevin recruited several of his professional colleagues to assist in preparing this Second Edition of the book including Michele Fuller, Robert Nuddleman, Herb Thomas, Courtney Kosnik, Scott MacDonald, and Daniel Cutter. With their assistance, Kevin added the following new chapters to the book Paying Caregivers, Paying Trustees Fees, Understanding and Utilizing ABLE Accounts, and Protecting the SNT Trustee. Kevin was also able to update and revise the information in the balance of the book and provide additional forms to make the job of being an SNT trustee safer and more efficient. With the checklists, form documents and law summaries included, Administering the Special Needs Trust contains a wide range of information for those charged with the responsibility of managing an SNT for persons with disabilities.