Third-party and Self-created Trusts: Planning for the Elderly and Disabled Client
Section of Real Property, Probate and Trust Law, American Bar Association, 2002 - Law - 385 pages
This practical handbook provides expert advice on drafting the most effective trusts for elderly and disabled clients. Written by Clifton B. Kruse, Jr., a well-known expert in the fields of estate planning and elder law, this updated edition of Third-Party and Self-Created Trusts explains the effect that governmental legislation has had on trust law and guides you through the maze of federal laws that affect planning for the elderly and disabled.
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amended amount Appendix apply assets for less Colorado considered court creditors death defined Dept described determining disability trusts disabled individual disabled person disbursements discretion discretionary trust disqualifying distributions exempt fair market value federal grantor HCFA Health Human Services income trust individual's spouse institutionalized individual inter vivos trust irrevocable trust less than fair maintenance Matter Medicaid Medicaid eligibility medical assistance paid Miller trust months nursing facility OBRA 93 Ohio otherwise payments penalty period pooled trust purposes receive recipient regulations revocable rules settlement settlor Social Security sole benefit special needs trust spendthrift trust statute supplemental care trust supplemental needs trust supra note testamentary trust third party transfer of assets trust assets trust beneficiary trust corpus trust created trust established Trust Estate trust instrument trust law trust provisions Trust sub-account trustee's unitrust