Special Needs Trusts: Planning, Drafting, and Administration

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

Original Authors

• Leslie Ann Barnett
• Donna R. Bashaw
• Carol S. Battaglia
• Thomas Beltran
• James E. Berge
• Diedre Wachbrit Braverman
• John J. Campbell
• Linda S. Durston
• Nancy Kaupp Ewin
• Scott A. Harshman
• Melinda Hunsaker
• Sandy Kasten
• Gregory J. Lederman
• Poppy Levin
• Christopher M. Moore
• Gene L. Osofsky
• John A. Payne, Jr.
• Ruth A. Phelps
• Mark Popolizio
• David L. Rice
• Dennis M. Sandoval
• Gordon A. Schaller
• Allan A. Senkow
• Kevin Urbatsch
• Mary L. Waltari
• Gregory Wilcox

Update Authors

• Anthony J. Battaglia
• Carol S. Battaglia
• Bronson DeKoning
• Taylor D. Halstrom
• David Hamilton
• Melinda Hunsaker
• Terry M. Magady
• Robert E. Nuddleman
• Gene L. Osofsky
• Dennis M. Sandoval
• Peter Stern
• Kevin Urbatsch

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