Blog

Special Needs Trusts

  •  

Need a basic introduction on special needs trusts? Check out Nolo's Special Needs Trusts 7th by Urbatsch and Fuller. According to Nolo, this title "shows you how to provide for a loved one with a disability -- without jeopardizing government benefits." It includes chapters on "Who Can Benefit from a Special Needs Trust", "Getting Money into a Special Needs Trust", and "Joining a Pooled Trust". Written for non-attorneys, this title shows what questions may concern a client and provides a good starting point when pulling together material on this topic. It has sample forms for "Letter to Trustee", "Sample Letter of Intent", and "Special Needs Trust".

More from the blog

Are you looking to familiarize yourself with legal issues surrounding property and real estate? If so, check out the Nolo database. Nolo publications are great resources for those who want a basic introduction to a topic without getting bogged down with legal terminology. The “Property and Real...
Are you or your clients planning for retirement? Nolo can help. The Nolo database contains hundreds of full text publications and thousands of legal forms written in plain-English. Their Social Security & Retirement collection, found in the Money & Financial Planning category, includes...
Are you new to managing employees? Nolo , one of Jenkins' member databases, has several publications that may help. Titles include Create Your Own Employee Handbook , Dealing with Problem Employees , Employer's Legal Handbook , Essential Guide to Federal Employment Laws , Manager's Legal Handbook...