Special Needs Trusts
Protect Your Child's Financial Future
Kevin Urbatsch, Jessica Farinas Jones
Leave money to a loved one with a disability—without losing benefits
Use a special needs trust to provide financial security for your child (or anyone) with a disability, without jeopardizing important government benefits. Funds in a special needs trust, when used correctly, do not count against eligibility for benefits and can be spent to improve the quality of your child’s life.
This book provides everything you need to know about special needs trusts—whether you make one yourself with this book or have an attorney draft one for you. The authors explain:
- how special needs trusts work
- the trustee’s role
- ways to pass important information to successor trustees
- the pros and cons of joining a pooled trust.