Administering the Michigan Special Needs Trust

Administering the Michigan Special Needs Trust PDF

Author: Kevin Urbatsch

Publisher:

Published: 2020-01-07

Total Pages: 464

ISBN-13: 9781672768191

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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 enhances their quality of life. In some cases, the SNT trustee may be the only person looking to the beneficiary's welfare. Thus, the role of an SNT trustee is often a more substantial and complex role 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 Michele P. Fuller-Urbatsch and Kevin Urbatsch published their book titled Administering the Michigan Special Needs Trust. 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

Administering the California Special Needs Trust PDF

Author: Kevin Urbatsch

Publisher: iUniverse

Published: 2011-12

Total Pages: 434

ISBN-13: 146206051X

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In Administering the California Special Needs Trust, author Kevin Urbatsch presents a guide for anyone assigned the duty of managing a Special Needs Trust for a person with a disability. Though geared toward those who never have administered a trust, it also provides sophisticated answers for experienced trustees concerning some of the unique responsibilities a trustee of a special needs trust will encounter. Urbatsch, a California attorney who has years of experience in assisting trustees to manage special needs trusts, has written extensively for both attorneys and families on how best to establish a special needs trust. Administering the Special Needs Trust addresses specific California issues that a special needs trust trustee encounters daily. In a question-and-answer format, it addresses how to - avoid the most common mistakes made by SNT trustees; - understand the type of public benefits available for California persons with disabilities; - learn how SNT disbursements will affect these public benefits; - best pay for a person with a disability's housing, caregiver costs, transportation, and related expenses; - handle SNT investments, accountings, and taxes; - terminate the SNT. With checklists, form documents, and law summaries included, Administering the Special Needs Trust contains a wide range of information for those charged with the responsibility of managing a special needs trust for people with disabilities.

Administering the California Special Needs Trust

Administering the California Special Needs Trust PDF

Author: Kevin Urbatsch

Publisher: iUniverse

Published: 2016-10-21

Total Pages: 551

ISBN-13: 1532001738

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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 improve their quality of life. In some cases, the SNT trustee may be the only person looking to the beneficiarys welfare. Thus, the role of SNT trustee is often a more substantial role 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. This is why author Kevin Urbatsch published his book titled Administering the California Special Needs Trust. It has been five years since the book was published. The reception for it far exceeded expectations. There have been excellent reviews of how it has helped SNT trustees, beneficiaries, their families, and professionals who advise persons with disabilities. After reviewing the book, the Federal Financial Institutions Examination Council (FFIEC) flew Kevin to Washington D.C. to present to federal government bank auditors on what to look for when auditing corporate trustees when banks administer special needs trusts. Other than the numbers that change each year, like SSI or SSDI, the balance of the book was current and up-to-date. However, there were some subjects that were missing in the book plus a couple of big changes that occurred since publication, including the passage of the Affordable Care Act and the ABLE (Achieving a Better Life Experience) Act that provide excellent new tools for the SNT trustee. Kevin recruited several of his professional colleagues to assist in preparing this Second Edition of the book including Michele Fuller, Robert Nuddleman, Herb Thomas, Courtney Kosnik, Scott MacDonald, and Daniel Cutter. With their assistance, Kevin added the following new chapters to the book Paying Caregivers, Paying Trustees Fees, Understanding and Utilizing ABLE Accounts, and Protecting the SNT Trustee. Kevin was also able to update and revise the information in the balance of the book and provide additional forms to make the job of being an SNT trustee safer and more efficient. With the checklists, form documents and law summaries included, Administering the Special Needs Trust contains a wide range of information for those charged with the responsibility of managing an SNT for persons with disabilities.

Managing a Special Needs Trust

Managing a Special Needs Trust PDF

Author: Barbara D. Jackins

Publisher:

Published: 2020

Total Pages: 0

ISBN-13: 9780998814216

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For Massachusetts residents, check out LEGAL PLANNING FOR SPECIAL NEEDS IN MASSACHUSETTS. Same great information written for MA programs. Managing a Special Needs Trust 2020 EDITION includes updates on: * Housing: How an ABLE account can be used to pay for housing expenses without reducing SSI benefits* Vacations: New SSI rules allow trust payment of vacation expenses for family members who travel with the beneficiary* A new financial product-the True Link card--allows the beneficiary to have spending money without reducing SSI benefits. As well as all the details you've come to expect in this comprehensive guideMANAGING A SPECIAL NEEDS TRUST: A GUIDE FOR TRUSTEES covers many topics you need to know, 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 dutiesBy reading MANAGING A SPECIAL NEEDS TRUST, you will learn how a trustee can use trust funds to meet the financial needs of a person with disabilities and still comply with the complex rules of government benefit programs. THIS UPDATED BOOK IS RELEVANT TO ALL 50 STATES. While earlier editions were focused on Massachusetts' laws and procedures, this book applies to all states-the book covers uniform statues that have been adopted in most states. It also provides information on the rules of most major federal benefit programs that provide cash, medical benefits and housing subsidies to people with disabilities. MANAGING A SPECIAL NEEDS TRUST: A GUIDE FOR TRUSTEES is an invaluable resource for anyone who is managing a special needs trust.

Developing Partnerships with Families Through Children's Literature

Developing Partnerships with Families Through Children's Literature PDF

Author: Elizabeth Lilly

Publisher: Prentice Hall

Published: 2004

Total Pages: 318

ISBN-13:

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This book blends information on contemporary families, research on early literacy, and practical strategies for sharing children's literature in classrooms, homes, and pre-school settings. Content is based on the belief that adult-child interactions around story-reading play a significant role in fostering and developing children's language and literacy skills. This role manifests itself differently according to the social, cultural, and linguistic environment of a child's home. The authors present a selection of children's books from all genres and an array of field-tested ideas for developing early literacy. Authentic voices of teachers, children, and family members illustrate vivid descriptions of successful teacher-family partnerships and literacy strategies that work. FEATURES: Extensive lists of children's books--Coded by age range for easy selection, culturally-diverse titles are incorporated that sensitively portray children with exceptionalities. Supplies readers with a wealth of choices in fiction, nonfiction, poetry, biography, and picture books--provides a starting point for building a personal library to share with their children and families. Significant coverage of family life, including respectful, positive treatment of diversity in traditions, style, and structure--embedded in discussions in every chapter. Gives readers practical suggestions for promoting reading in daily families. Includes daily routines (bedtime, playtime, preparing meals), as well as transitions such the birth of a new child or a death in the family. A Literacy Partnership Cycle --Highlighted by numerous literacy strategies that promote family involvement. Gives readers a simple framework for engaging families in their children's early literacy development--describes effective literacy practices for collaborating with families at home and at childcare centers and preschools. Teacher to Teacher and Family to Family features--Throughout the book. Illuminates text content through the unique experiences of preschool teachers, kindergarten teachers, and other childcare specialists--address common concerns and challenges, and offer practical suggestions shown to be effective in translating theory into practice. Internet Resources sections--Highlighted within chapters wherever appropriate. Refer students to Web sites relevant to early literacy, family involvement, children's literature, and advocacy--are ideal for in-class discussions, assignments, or self-study. AUTHOR BIOS: Elizabeth Lilly, Ph.D., is an associate professor of Early Childhood and Literacy Education at Berry College. Her professional experience includes more than 20 years as a preschool, primary, and elementary teacher and teacher educator. Dr. Lilly was closely involved in the development, implementation, and evaluation of Georgia's Pre-K program. She has conducted workshops for teachers and authored publications on early literacy, family involvement, and children's literature. Her research has focused recently on story reading in linguistically and culturally diverse families. Connie Green, Ph.D., is a professor in the Reading and Birth through Kindergarten programs at Appalachian State University. For 20 years she has worked with both undergraduate and graduate teacher education programs and has conducted research on early reading and writing in both home and early childhood settings. A former kindergarten, elementary, and preschool teacher, she continues her work in early childhood settings. Her favorite times are spent sharing books and playing with her grandchildren and hiking in the beautiful Blue Ridge Mountains.

Special Needs Trusts

Special Needs Trusts PDF

Author: Kevin Urbatsch

Publisher:

Published: 2019-05-27

Total Pages: 312

ISBN-13: 9781413326239

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Planning for the financial future of someone with special needs? Unless you make the right legal arrangement you can jeopardize their ability to receive benefit under SSI or Medicaid. Avoid this risk by creating a special needs trust. This book explains how these trusts work, and shows you how to set one up, with or without a lawyer.

Controlling Interest

Controlling Interest PDF

Author: Elizabeth White

Publisher: Zondervan

Published: 2009-08-30

Total Pages: 338

ISBN-13: 0310861500

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THERE'S TROUBLE IN RIVER CITY Matt Hogan's Memphis detective agency has been on the skids since a recent attack of conscience cost him an important case. When a wealthy investor steps in and saves River City Investigations, Matt thinks all his prayers have been answered—until he finds out that with the investor comes a new partner. Fresh out of criminal justice school and a two-year stint in the Tunica County Sheriff's Department, Natalie Tubberville is out to prove she can cut it in the world of private investigations. But her reluctant partner is just as determined to have nothing to do with her—until Natalie makes him an offer he can’t refuse! If Matt solves the next case before she does, she will return her share of the company. And the race is on. As two strong personalities compete, mutual attraction grows…while a simple case of a runaway bride threatens to become an international incident. Will Matt and Natalie call off the competition—or discover an entirely new arrangement?