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Administering the California Special Needs Trust - A Guide for Assisting a Person with a Disability as Trustee of a Special Needs Trust (Paperback)
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Administering the California Special Needs Trust - A Guide for Assisting a Person with a Disability as Trustee of a Special Needs Trust (Paperback)
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In "Administering the California Special Needs Trust, " author
Kevin Urbatsch presents a guide for anyone assigned the duty of
managing a Special Needs Trust for a person with a disability.
Though geared toward those who never have administered a trust, it
also provides sophisticated answers for experienced trustees
concerning some of the unique responsibilities a trustee of a
special needs trust will encounter. Urbatsch, a California attorney
who has years of experience in assisting trustees to manage special
needs trusts, has written extensively for both attorneys and
families on how best to establish a special needs trust.
"Administering the Special Needs Trust" addresses specific
California issues that a special needs trust trustee encounters
daily. In a question-and-answer format, it addresses how to avoid
the most common mistakes made by SNT trustees; understand the type
of public benefits available for California persons with
disabilities; learn how SNT disbursements will affect these public
benefits; best pay for a person with a disability's housing,
caregiver costs, transportation, and related expenses; handle SNT
investments, accountings, and taxes; terminate the SNT. With
checklists, form documents, and law summaries included,
"Administering the Special Needs Trust" contains a wide range of
information for those charged with the responsibility of managing a
special needs trust for people with disabilities.
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