Special Needs Trust Administration Manual: A Guide for Trustees |  | Author: Barbara Jackins
Creators: Richard Blank, Peter Macy, Ken Shulman, Harriet Onello
Publisher: iUniverse, Inc.
Category: Book
List Price: $15.95
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Rating:  10 reviews
Sales Rank: 214,323
Media: Paperback
Edition: 0
Pages: 143
Number Of Items: 1
Shipping Weight (lbs): 0.5
Dimensions (in): 8.8 x 5.9 x 0.5
ISBN: 0595331068
Dewey Decimal Number: 349
EAN: 9780595331062
ASIN: 0595331068
Publication Date: August 31, 2005
Availability: Usually ships in 1-2 business days
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Product Description
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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| Customer Reviews:
Showing reviews 1-5 of 10
 Great Basic Guide for Trustees of Special Needs Trusts December 27, 2004
Neal A. Winston (Massachusetts)
34 out of 34 found this review helpful
Coordination of public benefits and special needs trusts are a complicated matter. I like this affordable guide because it doesn't confuse by trying to give the reader a law degree like some books. It gives straight forward, practical answers that go a long way to explaining day to day administration, particularly for the family member or professional fiduciary that doesn't have a lot of prior experience with government programs and special needs trusts. While it uses Massachusetts examples for some of the programs that could become dated over time, it makes an effort to be generic and timeless, and 95% of the content is good anywhere at anytime. I draft special needs trusts naming Trustees with a wide range of experience, from zero to full time, and I will be sending a copy of this guide to all of them.
very helpful and practical advice April 1, 2005
Patricia M. Freedman
23 out of 24 found this review helpful
This Manual has been an invaluable resource for our office. Our office is the Trustee for Special Needs Trusts, and having such practical advice in one book has been extremely helpful for our staff. It is readable, cogent, and well organized. It is a useful tool for attorneys and non-attorneys who are trying to better understand the many issues involved with coordinating public benefits and special needs trusts. The information that it provides on Trust Administration is very useful information for anyone who is a Trustee of a Special Needs Trust. Our office is purchasing multiple copies because it is sucha a helpful resource.
Good reference for special needs trusts May 6, 2007
SidG (The Rocky Mountains, USA)
9 out of 9 found this review helpful
Goes over administering SNTs in detail. Good explanation of the mechanisms related to SSI, SSDI, and Medicaid, and how they interact with the SNT. Oriented to Massachusetts law, where the authors are, although should be similar in other states since law is federal with state "twists". Has a list of "do nots" and "watch out for" items that is useful, although the list is spread out through the book, would be useful to have an appendix summarizing them. Has a chapter on web site references to go to for more info. Finally, the tax section I thought was a bit vague, as it didn't distinguish between distributions that are return of corpus vs. return of income, and didn't make some other things clear. Overall, however, a good reference.
Extremely Valuable Reference November 3, 2007
Jack in NC
8 out of 8 found this review helpful
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.
Good Source of Basic Rules January 19, 2009
NStory (California)
2 out of 2 found this review helpful
I am the administrator for the SNTs for a brother and sister. I've spent a lot of time on line and with the SS office trying to find guidelines, knowing that one small mistake could cost my brother and sister their benefits. I found this book a great resource for the basic rules. The information is presented in a way that is easy to understand -- not a lot of legal language to wade through.
Showing reviews 1-5 of 10
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