Special Needs Trusts

Special Needs Trusts

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 you need to create a special needs trust.

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 crucial information about your loved one.

Author Kevin Urbastch gives you an experienced perspective about when to make a special needs trust on your own and when to seek the services of an attorney.

This edition has been thoroughly revised to provide:

• current eligibility requirements for government benefits
• helpful resources
• a new chapter on letters of intent
• a new chapter on ABLE accounts