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Estate Planning - Administering the California Special Needs Trust: A Guide for Trustees and Those Who Advise Them

Description

Book Synopsis: Administering a special needs trust (SNT) is a very important job, which often has a profound impact on the life of persons with disabilities. In most cases, the SNT trustee is providing the beneficiary goods and services that enhance their quality of life. In some cases, the SNT trustee may be the only person looking out for the beneficiary’s welfare. Thus, the role of SNT trustee is often more substantial than in many other types of trusteeships. The great SNT trustee is a solid financial manager, accountant, record keeper, legal counselor, public benefits advisor, social worker, housing coordinator, civil rights advocate, guardian, and life coach. Moreover, the world of public benefits for the disabled is a complex one that requires careful study. It is very easy to mess up these rules and using common sense will generally lead to a loss of public benefits and potential liability for an SNT trustee. This is why authors Kevin Urbatsch and Michele Fuller published their book titled Administering the California Special Needs Trust. Kevin and Michele recruited several of their professional colleagues to assist in preparing this Third Edition of the book, including Jessica Farinas, Robert Nuddleman, Herb Thomas, Courtney Kosnik, Scott MacDonald, and Daniel Cutter. The book is written in question and answer format to cover all aspects of administering a special needs trust. In addition, there are multiple checklists, sample forms, and summaries included that will allow a trustee to confidently manage any type of special needs trust. Administering the California Special Needs Trust contains a wide range of information for those charged with the responsibility of managing an SNT for persons with disabilities.

Details

Administering the California Special Needs Trust: A Guide for Trustees and Those Who Advise Them is a comprehensive book that is essential for anyone tasked with the important role of managing a special needs trust (SNT). This book provides invaluable guidance and advice, ensuring that beneficiaries with disabilities receive the goods and services they need to enhance their quality of life. As a trustee, you hold the key to their well-being, and this book will equip you with the knowledge and expertise necessary to succeed.

Being an SNT trustee entails more than just financial management. You become a legal counselor, public benefits advisor, housing coordinator, and life coach, among many other roles. The complexity of the world of public benefits for the disabled cannot be underestimated, and it is crucial to have a deep understanding of the regulations. Administering the California Special Needs Trust is your dedicated companion in navigating these intricate rules, ensuring that you avoid common pitfalls that could lead to loss of public benefits and potential liability.

Authored by Kevin Urbatsch and Michele Fuller, this Third Edition of Administering the California Special Needs Trust is the ultimate resource to excel in your role as an SNT trustee. Drawing on the expertise of several professional colleagues, the book covers every aspect of administering a special needs trust in an easily digestible question and answer format. Additionally, you will find checklists, sample forms, and summaries that will empower you to confidently manage any type of special needs trust.

Don't leave the well-being of persons with disabilities to chance. Invest in your knowledge and capabilities as an SNT trustee with Administering the California Special Needs Trust. By ensuring you have the necessary skills and information to fulfill this crucial role, you play a vital part in enhancing the lives of beneficiaries. Start managing special needs trusts with confidence today and make a meaningful difference.

Click here to take the first step towards becoming an exceptional SNT trustee.

Disclosure: I get commissions for purchases made through links in this website