Administering the California Special Needs Trust

Released on by Kevin Urbatsch
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  • Administering the California Special Needs Trust Book Detail

  • Author : Kevin Urbatsch
  • Release Date : 2011-12
  • Publisher : iUniverse
  • Genre : Law
  • Pages : 434
  • ISBN 13 : 146206051X
  • File Size : 20,20 MB
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Administering the California Special Needs Trust by Kevin Urbatsch PDF Summary

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.

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Presents advice on setting up and managing a special needs trust, covering trust benefits, funding, duties of trustees, pooled trusts, taxes, wills, and death b