[PDF] A Practical Guide To Estate Planning For A Family With A Special Needs Child eBook

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The Special Needs Planning Guide

Author : Cynthia R. Haddad
Publisher : Paul H Brookes Publishing
Page : pages
File Size : 17,4 MB
Release : 2022
Category : FAMILY & RELATIONSHIPS
ISBN : 9781681254319

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"Written with both compassion and expertise, this bestselling book provides families with a comprehensive guide to planning for the lifetime needs of a child with disabilities. It presents the Five Factors readers need to consider-family and support, emotional, financial, legal, and government benefits-and how to plan for these factors at every stage of a child's life. The second edition includes updates based on current law, fully revised chapters with a wealth of practical recommendations, and a ten-step, manageable planning process. Online resources include fillable timelines, worksheets, and other planning documents to help families create a secure, full, and happy life for and with their child"--

The Special Needs Child and Divorce

Author : Margaret S. Price
Publisher : American Bar Association
Page : 368 pages
File Size : 35,40 MB
Release : 2009
Category : Family & Relationships
ISBN : 9781604424928

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Families with special needs children have much higher divorce rates and cases involve specialized handling. This book examines what lawyers can do to make the family court system work better for these children and their families. Filled with practice tips, the book includes forms modified to address issues raised by a special needs child. Includes sample forms and documents, checklists, resource materials, and contact information for organizations and state agencies. Includes forms CD-ROM.

30 Days to Your Special Needs Trust

Author : Rob Wrubel
Publisher : Rosalibean Publishing LLC
Page : 142 pages
File Size : 41,61 MB
Release : 2020-10-09
Category :
ISBN : 9780996659239

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30 Days to Your Special Needs Trust - A Quick Start Guide to Your Special Needs Estate Plan Estate planning is an urgent issue for families who have a member with an intellectual or developmental disability. This crucial planning step can preserve income, health insurance and access to programs to support a person with disabilities, but too many families get stuck and don't act. Families cannot afford to get stuck. The potential value of benefits is too great to lose. 30 Days to Your Special Needs Trust focuses on simplifying the decisions families have to make. It encourages you to take action and complete your special-needs trust and estate plan to protect your family. This quick-start guide will help you: - Act quickly to protect valuable benefit programs - Learn the primary decisions to make in creating an estate plan - Create a list of names to fill key roles - Reduce stress when you finish this important planning step

Practical Guide to Estate Planning 2009

Author : Ray D. Madoff
Publisher : CCH
Page : 844 pages
File Size : 50,47 MB
Release : 2008-11
Category : Business & Economics
ISBN : 9780808092339

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Practical Guide to Estate Planning provides an overview of estate planning, offering the widest variety of discussion on planning principles and tools from the simple to the sophisticated. This book is not lacking in detail, witnessed by its well-annotated collection of forms that will appeal to many experienced estate planners. The layout of this book reflects its emphasis on simplicity and clarity. It is divided into four major sections, the first of which provides a general view of the estate planning process.

Loring and Rounds: A Trustee's Handbook, 2017 Edition (IL)

Author : Rounds
Publisher : Wolters Kluwer
Page : 1902 pages
File Size : 50,12 MB
Release : 2016-12-19
Category : Law
ISBN : 145487158X

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Loring and Rounds: A Trustee's Handbook--well over 1,550 pages-- is regarded not only as authoritative but also as the most convenient, reliable, and complete single-volume source for trust doctrine. Get in-depth information on how to stay on top of the developments in this complex field of practice. The Handbook carries on the tradition of concise, practical, and up-to-date guidance for trustees, a tradition that began in 1898 with the First Edition. This classic trust reference distills the essence of trust law, illuminating the fundamental principles and answering the basic questions. Loring and Rounds: A Trustee's Handbook, 2017 Edition is up to date and includes eleven chapters of important information, such as chapters on: The Property Requirement The Trustee's Office Interests Remaining with the Settlor The Beneficiary The Trustee's Duties The Trustee's Liabilities Miscellaneous Topics of General Interest to the Trustee Special Types of Trusts The Income Taxation of Trusts Tax Basis/Cost of Trust Property

Legal Planning for Special Needs in Massachusetts

Author : Barbara D. Jackins Attorney
Publisher :
Page : 308 pages
File Size : 32,68 MB
Release : 2010-03
Category : Law
ISBN : 9781449087425

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Legal Planning for Special Needs is a must have resource for parents of children with disabilities and the professionals and advocates who assist them. In an easy-to-read, conversational style, the author covers the essential elements of SSI, guardianship, and estate planning when there is a child with a disability in the family. This book, which updates an earlier edition, covers the 2009 changes in the Massachusetts guardianship laws.

Legal Planning for Special Needs in Massachusetts

Author : Barbara Jackins
Publisher :
Page : 0 pages
File Size : 15,1 MB
Release : 2023-03-21
Category :
ISBN : 9780998814223

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A PRACTICAL GUIDE TO LEGAL PLANNING for Massachusetts parents of children with special needs. In a relaxed conversational style, Attorney Barbara Jackins explains the essential elements of SSI, guardianship, public benefits, and estate planning when there is a family member with a disability. Families will find the information they need to:* Obtain SSI benefits for a child who is age 18 or older* Contribute to a child's financial support without reducing public benefits* Understand the court process for guardianship* Learn about the alternatives to guardianship* Secure a child's financial future with a special needs trust

The Estate Planning Companion - A Practical Guide to Your Estate Plan

Author : Mark Coulter
Publisher : Lulu.com
Page : 294 pages
File Size : 34,16 MB
Release : 2009
Category : Law
ISBN : 1605520632

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Taking the complexity of the law of Estate Planning and making it understandable to the rest of us, in The Estate Planning Companion, attorney Mark T. Coulter shows you a method to approach estate planning in order to manage your assets in life and thereafter, while bringing peace of mind to you and your family. Intended to bridge the communication gap between lawyers and their clients, The Estate Planning Companion explains in straightforward language a full range of topics every responsible adult should consider about their life, assets and affairs. Includes Living Trusts, Powers of Attorney, Letters of Instruction, Wills, Trusts, Life Insurance, Living Wills, Long Term Care Insurance, Medicaid nursing home planning, Probate and Asset Inventories for you and your family. Learn why you can't rely on fill-in-the blank forms or internet-only lawyers. Whether you are just starting out, mid-career, or in retirement now, this information will help you make the best planning decisions.

The Complete Guide to Creating a Special Needs Life Plan

Author : Hal Wright
Publisher : Jessica Kingsley Publishers
Page : 370 pages
File Size : 23,54 MB
Release : 2013-07-28
Category : Family & Relationships
ISBN : 0857006843

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The purpose of special needs planning is to create the best possible life for an adult with a disability. This book provides comprehensive guidance on creating a life plan to transition a special needs child to independence or to ensure they are well cared for in the future. Beginning with a vision of a meaningful life for the child, Hal Wright explains how to form a practical plan to reach these goals, how to mentor personal empowerment and task skills, and how to create circles of support to sustain a life plan. He next looks at employment and residential options, and government programs available in the United States. Finally he talks the reader through important financial and legal considerations, including how to fund and manage a special needs trust. This book will be essential reading for all parents or guardians of a child with a cognitive, mental or physical impairment. It will also be of interest to attorneys, financial planners, insurance agents, trust officers and other professionals looking to better serve the special needs community.