Special Needs Trusts

ebook Protect Your Child's Financial Future

By Stephen R. Elias

cover image of Special Needs Trusts

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The forms and information you need for peace of mind...

If you care for a child or other loved one with a disability, you’ve no doubt thought about what will happen when you’re no longer able to give that care. Fortunately, there's a simple solution to this dilemma -- create a "special needs trust."

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.

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 information about your loved one.

    The forms from the CD-Rom are available in the ebook bookmark under APPENDIX A, B & C
    *The CD-ROM is not included with the digital version of this book.
  • Special Needs Trusts