The Fundamentals of Special Needs Trusts
Select a format
Select subscription type
Terms & conditions
Subscribers receive the product(s) listed on the Order Form and any Updates made available during the annual subscription period. Shipping and handling fees are not included in the annual price.
Subscribers are advised of the number of Updates that were made to the particular publication the prior year. The number of Updates may vary due to developments in the law and other publishing issues, but subscribers may use this as a rough estimate of future shipments. Subscribers may call Customer Support at 800-833-9844 for additional information.
Subscribers may cancel this subscription by: calling Customer Support at 800-833-9844; emailing firstname.lastname@example.org; or returning the invoice marked "CANCEL".
If subscribers cancel within 30 days after the product is ordered or received and return the product at their expense, then they will receive a full credit of the price for the annual subscription.
If subscribers cancel between 31 and 60 days after the invoice date and return the product at their expense, then they will receive a 5/6th credit of the price for the annual subscription. No credit will be given for cancellations more than 60 days after the invoice date. To receive any credit, subscriber must return all product(s) shipped during the year at their expense within the applicable cancellation period listed above.
The perfect introduction to Special Needs Trusts.
Special needs trusts may be effective tools for preserving the assets of a senior or a person with a disability, thereby improving the person's quality of life while not interfering with the person's eligibility for various governmental programs.
This guide places special needs trusts in the arsenal of tools available to an attorney to help his senior clients and those who have disabilities. It helps the practitioner to understand how she can draft a trust, using the person's own funds or the funds of another, to provide goods and services for those clients that will enhance their everyday existence.
Fundamentals of Special Needs Trusts provides practitioners with analysis of the law, authoritative advice, practice notes, checklists, and forms. It begins with a discussion of the history of special needs trusts, discusses ethical issues, explains the various types of special needs trusts and how to draft, fund, and administer those trusts, how and when to terminate them, and the relevant tax considerations.
Three highly regarded experts in the field have collaborated to write Fundamentals of Special Needs Trusts. Together they offer not only practice-oriented insight, but also viewpoints from three distinct areas of the country: California, Florida, and Colorado.
eBooks, CDs, downloadable content, and software purchases are noncancelable, nonrefundable and nonreturnable. Click here for more information about LexisNexis eBooks. The eBook versions of this title may feature links to Lexis+® for further legal research options. A valid subscription to Lexis+® is required to access this content.
Table of contents
Chapter 1 Overview & History of Special Needs Trusts
Chapter 2 Ethics & Liability
Chapter 3 Sources of Assets to Establish Special Needs Trusts
Chapter 4 Establishing SNTs
Chapter 5 Who Should Be Trustee?
Chapter 6 Administration
Chapter 7 Special Issues in Establishing and Administering Special Needs Trusts
Chapter 8 Contractual Relationships
Chapter 9 Sources of Income and Health Care Coverages
Chapter 10 [Reserved]
Chapter 11 Termination
Chapter 12 Understanding Income, Gift and Estate Tax Rules