A practical guide to estate planning for a family with a special needs child
Sebastian V. Grassi, American Law Institute, American Bar Association, American Law Institute-American Bar Association Committee on Continuing Professional Education
ALI ABA, 2009 - Business & Economics - 184 pages
"This book is a general overview of issues an estate planning advisor may need to address when preparing an estate plan for a family with a special need[s] child ...--Intro.
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ESTATE PLANNING FOR A FAMILY
Premature Death Of The Special Needs Child
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account owner’s Accumulation Trust administration adult special needs amend Andrew H ARTICLE beneﬁt programs certiﬁcation Chapter child’s conceming Conduit Trust Copyright 2009 Oast created and funded death deﬁned Deﬁnitions descendants disabled child discretionary Duration for Trusts eligibility Estate Planning federal ﬁduciary ﬁnancial ﬁrst funded SNT Funded Special Needs gift tax grandparents income or principal individual inheritance Interested Trustee irrevocable Look-Through Trust means-tested govemment beneﬁts Medicare Minor Oast & Hook owner parents payment person Pooled Account Trust Power of Attomey receive remainder beneﬁciaries retirement account retirement beneﬁts Richard Jones Rights Reserved Roth IRA Social Security special needs child special needs children special needs family special needs planning Special Needs Trust speciﬁcally SSDI SSI and Medicaid Supplemental Needs Trust Supplemental Security Income term life insurance third-party created third-party SNT transfer Trust Agreement trust assets trust beneﬁciaries trust hereunder Trustee's William Jones withdrawal right