About this item
Leave money to a loved one with a disabilitywithout losing benefits. Use a special needs trust to provide financial security for your child (or anyone) with a disability, without jeopardizing important government benefits. Funds in a special needs trust do not count against eligibility for benefits and can be used to improve the quality of your childs life. . This book provides everything you need to know about special needs trustswhether you make one yourself or have an attorney draft one for you. The authors explain: how special needs trusts work the trustees role ways to pass important information to successor trustees the pros and cons of joining a pooled trust, and creating special needs trust with or without a lawyer.This 7th edition is thoroughly updated and includes new chapters on ABLE accounts and letters of intent.
About the Author
Kevin Urbatsch is a principal of The Urbatsch Law Firm, P.C. in Pleasant Hill, California. Kevin also serves as National Director of the Academy of Special Needs Planners (ASNP) , a national organization of special needs planning professionals. He is also a fellow of the American College of Trust and Estate Counsel (ACTEC) .Kevin has received several awards. In 2013, Parenting Magazine named Kevin as one of the nation's Top Child Advocates for his work in fighting for the rights of children with special needs. In May 2011, Kevin was presented the NAELA's Presidential Recognition Award for his work in special needs planning. In 2010 through 2019 Kevin was named a Northern California Superlawyer and in 2019, he was named a Michigan SuperLawyer. In 2009, Kevin was named KRON-TV's Best of the Bay estate-planning attorney for San Francisco and for Northern California. He is a frequent lecturer who presents on a variety of topics including Planning for a Loved One with Special Needs, Common Mistakes Attorneys and Trustees make when Administering Special Needs Trusts, and many similar topics.Much more information is provided on Kevin's website at www.UrbLaw.com
