Comprehensive Instruction on Protecting Elderly and Loved Ones with Special Needs

Comprehensive Instruction on Protecting Elderly and Loved Ones with Special Needs

Improve a loved one's quality of life while not interfering with his or her eligibility for various governmental programs

Special needs trusts may be effective tools for preserving the assets of a senior or a person with a disability. Fundamentals of Special Needs Trusts is an introduction to special needs trusts and provides the reader with an understanding of the laws, issues and practices involving SNTs. This expert treatise provides practitioners with analysis of the law, authoritative advice, practice notes, checklists, and forms. 

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Fundamentals of Special Needs Trusts includes chapters on:

  • Chapter 1 Overview & History of Special Needs Trusts
  • Chapter 2 Ethics & Liability
  • Chapter 3 Sources of Assets to Establish Special Needs Trusts
  • Chapter 4 Establishing SNTs
  • Chapter 5 Who Should Be Trustee?
  • Chapter 6 Administration
  • Chapter 7 Special Issues in Establishing and Administering Special Needs Trusts
  • Chapter 8 Contractual Relationships
  • Chapter 9 Sources of Income and Health Care Coverages
  • Chapter 10 [Reserved]
  • Chapter 11 Termination
  • Chapter 12 Understanding Income, Gift and Estate Tax Rules

Three highly regarded experts - Stuart D. Zimring, J.D., Rebecca C. Morgan, J.D. and Bradley J. Frigon, J.D. - have collaborated to write Fundamentals of Special Needs Trusts. Together, they offer practice-oriented insights and specialized viewpoints on special needs trusts.

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