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Special Needs Trusts: Planning, Drafting, and Administration 2024

Special Needs Trusts: Planning, Drafting, and Administration 2024

Published June 2024

“ ...planners across the country may well find it an indispensable tool for navigating the intricate requirements for drafting the proper SNT. ”
Academy of Special Needs Planners

Understand complicated special needs trust issues and public benefit laws affecting persons with disabilities with the first book to completely cover this rapidly expanding field.

  • Public benefits primer including SSI and Medicare, as well as an analysis of Medicaid program expansion under the Affordable Care Act
  • Establishing Medicare set-aside arrangements (MSAs)
  • Required and recommended first- and third-party special needs trust provisions
  • Considering special needs trust alternatives
  • Pooled special needs trusts with a full description of every California pooled trust
  • Special needs trusts administration and appropriate distributions
  • Special needs trusts taxation, accounting, termination, purchase of a home, and hiring of caregivers
  • Qualified settlement funds
  • Complete form first- and third-party special needs trusts
$659.00
$659.00
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30SNTP2400

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Table of Contents

    Table of Contents

    Volume 1

  • 1. Introduction to Planning for Persons With Disabilities
  • 2. Ethical Considerations When Planning for Persons With Disabilities
  • 3. Public Benefits for Persons With Disabilities
  • 4. Family Law Issues in Planning for Persons With Disabilities
  • 5. Estate Planning for Persons With Disabilities
  • 6. Common Provisions in Third Party Special Needs Trusts
  • 7. Funding Third Party Special Needs Trusts
  • 8. Planning Using First Party Special Needs Trusts or Alternatives
  • 8A. Medicare Set-Aside Arrangements
  • 8B. Qualified Settlement Funds
  • 9. Required Provisions in (d)(4)(A) Special Needs Trusts
  • 10. Suggested Provisions in (d)(4)(A) Special Needs Trusts
  • 11. Establishing (d)(4)(A) Special Needs Trusts

    • Volume 2

  • 12. Pooled Special Needs Trusts
  • 13. Special Needs Trust Taxation
  • 14. Special Needs Trust Administration and Appropriate Distributions
  • 15. Specific Special Needs Trust Administration Issues
  • 16. Special Needs Trust Accounting
  • 17. Special Needs Trust Termination
  • 18. Complete Special Needs Trust Forms

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