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 do not count against eligibility for benefits and can be used 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 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, and creating special needs trust with or without a lawyer.

This edition is thoroughly updated and includes new chapters on ABLE accounts and letters of intent.

All forms are downloadable through a special link in the book.

Michele Fuller-Urbatch

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