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HAWAII STATE PUBLIC LIBRARY SYSTEM
Item Information
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Urbatsch, Kevin, author.
Subjects
Children with disabilities -- Legal status, laws, etc. -- United States.
Estate planning -- United States.
Trusts and trustees -- United States.
People with disabilities -- Finance, Personal.
Supplemental-needs trusts -- United States.
Browse Catalog
by author:
Urbatsch, Kevin, author.
by title:
Special needs trusts...
MARC Display
Special needs trusts : protect your child's financial future / Kevin Urbatsch & Jessica Farinas Jones.
by
Urbatsch, Kevin, author.
El Segundo, CA : Nolo, [2023]
Subjects
Children with disabilities -- Legal status, laws, etc. -- United States.
Estate planning -- United States.
Trusts and trustees -- United States.
People with disabilities -- Finance, Personal.
Supplemental-needs trusts -- United States.
ISBN:
9781413331035 (paperback) :
1413331033 (paperback)
Description:
308 pages : illustrations, forms ; 23 cm
Edition:
10th edition.
Contents:
People who can benefit from a special needs trust -- How trustees can (and cannot) use trust funds -- Getting money into a special needs trust -- The trustee's job -- Choosing trustees -- Joining a pooled trust -- ABLE accounts -- Creating your special needs trust -- Finalizing and funding your special needs trust -- Preparing a letter of intent -- Where to get more help.
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Summary:
Presents advice on setting up and managing a special needs trust, covering trust benefits, funding, duties of trustees, pooled trusts, taxes, wills, and death of beneficiaries.
Copy/Holding information
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Collection
Call No.
Status
Due Date
Hawaii State Library
Social Science & Philosophy
346.059 Ur
Checked In
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Makawao Public Library
Adult Nonfiction
346.059 Ur
Checked In
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Pahoa P/S Library
Adult Nonfiction
346.059 Ur
Checked In
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Salt Lake-Moanalua Public Library
Adult Nonfiction
346.059 Ur
Checked out
06/04/2024
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Horizon Information Portal 3.25_9884
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