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Special Needs Trusts

By Jenny Hohenstein •  October 13, 2017
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Need a basic introduction on special needs trusts? Check out Nolo's Special Needs Trusts 7th by Urbatsch and Fuller. According to Nolo, this title "shows you how to provide for a loved one with a disability -- without jeopardizing government benefits." It includes chapters on "Who Can Benefit from a Special Needs Trust", "Getting Money into a Special Needs Trust", and "Joining a Pooled Trust". Written for non-attorneys, this title shows what questions may concern a client and provides a good starting point when pulling together material on this topic. It has sample forms for "Letter to Trustee", "Sample Letter of Intent", and "Special Needs Trust".

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