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Special Needs Trusts: Protect Your Child's Financial Future

Special Needs Trusts: Protect Your Child's Financial Future - Paperback

by Kevin Urbatsch, Jessica Farinas Jones
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Availability:In StockContributor:Kevin Urbatsch, Jessica Farinas JonesPublish date:9/30/2025Pages:336
Language:EnglishPublisher:NOLOISBN-13:9781413332841ISBN-10:1413332846UPC:9781413332841Book Category:Law, Family & Relationships, Business & EconomicsBook Subcategory:Estates & Trusts, Children with Special Needs, Personal FinanceSize:8.90 x 6.80 x 0.80 inchesWeight:1.1001Product ID:SCXG7FR4TX

Leave money to a loved one with a disability--without 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, when used correctly, do not count against eligibility for benefits and can be spent to improve the quality of your child's life.


This book provides everything you need to know about special needs trusts--whether you make one yourself with this book or have an attorney draft one for you. Special Needs Trust:



  • explains how special needs trusts protect the finances of those with special needs

  • helps you make a special needs trust, with or without the aid of a lawyer, and

  • provides a roadmap to financially supporting a person with special needs.


The new edition is thoroughly updated and includes changes to the federal law that governs ABLE accounts.

Language:EnglishPublisher:NOLOISBN-13:9781413332841ISBN-10:1413332846UPC:9781413332841Book Category:Law, Family & Relationships, Business & EconomicsBook Subcategory:Estates & Trusts, Children with Special Needs, Personal FinanceSize:8.90 x 6.80 x 0.80 inchesWeight:1.1001Product ID:SCXG7FR4TX
Farinas Jones, Jessica: - Jessica Farinas Jones is an attorney at the special needs and settlement planning law firm, The Urbatsch Law Firm P.C., located in Berkeley, California. Jessica is a frequent presenter on special needs planning, including first party and third party topics such as settlement planning and third party special needs trusts. She is a California Continuing Education of the Bar (CEB) update author and has co-authored articles in the 2018 California Trusts and Estates Quarterly as well as the CEB Estate Planning Reporter, both covering Achieving a Better Life Experience (ABLE) accounts. Jessica is a member of the Academy of Special Needs Planners (ASNP) and served on the Planning Committee for their 2018 National Meeting in Las Vegas, Nevada.Urbatsch, Kevin: - Kevin Urbatsch is a principal of the special needs and settlement planning firm, Urbatsch Law Firm P.C. in Berkeley, California. He is a nationally recognized expert in the unique planning needs of individuals with disabilities and their families. Mr. Urbatsch is a charter member of the national organization, the Academy of Special Needs Planners. He writes and is a frequent lecturer both locally and nationally on planning for persons with disabilities, primarily concerning special needs trust drafting and administration.
Publisher: NOLO

Edition

11th Edition

Contributor(s)

Kevin Urbatsch, Jessica Farinas Jones

Author

Kevin Urbatsch, Jessica Farinas Jones

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