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Administering the California Special Needs Trust

- A Guide for Assisting a Person with a Disability as Trustee of a Special Needs Trust

Om Administering the California Special Needs Trust

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.

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  • Språk:
  • Engelska
  • ISBN:
  • 9781462060511
  • Format:
  • Häftad
  • Sidor:
  • 432
  • Utgiven:
  • 21. december 2011
  • Mått:
  • 229x152x22 mm.
  • Vikt:
  • 576 g.
  Fri leverans
Leveranstid: 2-4 veckor
Förväntad leverans: 16. december 2024

Beskrivning av Administering the California Special Needs Trust

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.

Användarnas betyg av Administering the California Special Needs Trust



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