Special Needs Trust Administration Manual: A Guide for Trustees

Special Needs Trust Administration Manual: A Guide for Trustees
by Barbara D Jackins

Special Needs Trust Administration Manual: A Guide for Trustees
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Book Summary Information

Author: Barbara D Jackins
Contributor: Richard S. Blank
Contributor: Peter M Macy
Contributor: Ken W. Shulman
Contributor: Harriet H. Onello
Edition: Paperback
Audio: English (Original Language); English (Unknown); English (Published)
Published: 2005-08-31
ISBN: 0595331068
Number of pages: 143
Publisher: iUniverse, Inc.

Book Reviews of Special Needs Trust Administration Manual: A Guide for Trustees

Book Review: Extremely Valuable Reference
Summary: 5 Stars

I bought this book because I am considering setting-up a Special Needs Trust for my adult daughter who is disabled. It contains excellent advice on admistering a trust, including what is allowed by law, what is not, and the gray areas. It gave me a much better understanding of how the trusts work and enabled me to have a more intelligent discussion with a trust attorney during our first meeting.
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Summary of Special Needs Trust Administration Manual: A Guide for Trustees

2005 Edition

The Special Needs Trust Administration Manual is an invaluable guide for anyone who is managing a Special Needs Trust for a person with disabilities.

The authors, who are all Massachusetts attorneys, bring many years experience in guiding trustees through the complicated rules of Special Needs Trusts. In clear and easy to understand language, the authors explain how a trustee can use trust funds to meet the financial needs of a person with disabilities while complying with the complex rules of government benefit programs. The Special Needs Trust Administration Manual covers a multitude of topics, including what trustees need to know about:

  • Public benefit programs such as SSI, SSDI, Medicare, and Medicaid
  • Taxes and Special Needs Trusts
  • Payment of recreation, transportation, and medical costs
  • Housing subsidies
  • Trustee duties

The Special Needs Trust Administration Manual is a useful resource for anyone who wants to know more about disability trusts and public benefits.

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