Special Needs Trusts Handbook

Special Needs Trusts Handbook is the single-volume, comprehensive resource that enables you to handle the complex requirements of drafting and administering trusts for clients who are mentally or physically disabled, or who wish to provide for others with disabilities. This one-of-a-kind reference enables you to determine which trust is appropriate, how to draft each trust to cover specific issues, and how to administer each trust - making certain that your client maintains public benefits while still receiving funds from the trust.

An emerging new field for most practitioners, the area of special needs trusts requires a single, reliable reference. The new Special Needs Trusts Handbook fills that need completely, including forms on bonus CD-ROM. You gain instant access to:

• Clear analysis of all aspects of special needs trusts
• Instructions and practice tips on how to define and meet each client’s needs
• Practical tools for properly administering special needs trusts
• Step-by-step guidance on what needs to be done, when, why, and by whom
• All the advice you need to coordinate the benefits and needs of the incapacitated
• Help in determining if your state is an SSI state, non-SSI state, 209(b) state—and more!
• A full understanding of the two types of special needs trusts —third-party and self-settled
• Complete coverage of structured settlements
• Clarification of the various public benefits programs, including Medicaid, Section 8 Housing, Social Security, Medicare, and more
• Analysis and guidance regarding tax provisions
• Numerous examples to illustrate reliable solutions to key problems
• Extensive guidance on drafting various instruments
• A single, time-saving resource that eliminates the need to search across numerous references whenever a new question arises

ABOUT THE AUTHORS:

Thomas D. Begley, Jr. is a member of the firm of Begley & Bookbinder, P.C., with offices in Moorestown, Stone Harbor, and Lawrenceville, New Jersey, where he concentrates on elder law and estate planning. Mr. Begley is a Certified Elder Law Attorney and a Fellow of the National Academy of Elder Law Attorneys, and past chair of the Elder Law and Real Property, Probate, and Trust Law Sections of the New Jersey State Bar Association. He received his B.S. and his J.D. from Georgetown University.

Angela E. Canellos is an attorney in private practice, concentrating on the areas of law affecting the elderly and disabled, with an emphasis on Special Needs Trusts, Supplemental Security Income Law, Medicaid, Guardianships, and Probate. She is a Certified Elder Law Attorney, and is a member of the National Academy of Elder Law Attorneys. She received her B.A. and J.D. from the University of Wisconsin—Madison.

1. Planning for People with Disabilities
2. Public Benefits Programs for People with Disabilities
3. Estate Planning
4. Special Needs Trusts: General
5. Third Party Special Needs Trusts
6. Self-Settled Special Needs Trusts
7. Special Situations Involving Special Needs Trusts
8. Guardianship of a Minor or a Person with Disabilities
9. Administration of a Special Needs Trust
10. Table of Cases
11. Index