CREATING A SAFE LEGAL HAVEN FOR FAMILIES WITH SPECIAL NEEDS
Chapter Overviews
 
Special People Special Planning
1,  2,  3,  4,  5,  6,  7,  8,  9,  10,  11,  12,  A,  B  C,  D
 

Chapter 1: Need for Special Planning

Chapter 2: Maximizing and Protecting Public & Private Resources

Chapter 3: Guardianship

Chapter 4: Planning Options

  • Do Nothing - No Formal Planning in Place
  • Powers of Attorney
  • Joint Ownership
  • Outright Gifts
  • Disinheritance
  • Divorce
  • Gifts to Third Parties on Behalf of the Special Person
  • Trusts

Chapter 5: Trusts

  • Testamentary Trusts
  • Living Trusts
  • Special-Needs Trusts
  • Third Party Trusts
  • OBRA '93 Authorized Trusts
  • Other Considerations
  • Special Letter of Instruction or Letter of Intent

Chapter 6: Fidicuaries, Attorneys and Other Scary People

  • Fiduciary
  • What is a Trustee
  • Selecting a Trustee
  • What is a Guardian or Conservator?
  • What is an Executor or Administrator?
  • What is a Trust Protector?
  • What is an Attorney?
  • Selecting and Estate Planning Attorney
  • Board Certification or Specialist
  • Selecting a Financial Advisor
  • The Importance of the Team Approach
  • Coordinating the Team
  • Other Possible Team Members
  • Accounting-Record Keeping

Chapter 7: Funding/Asset Integration

  • Funding the Special-Needs Trust

Chapter 8: Taxation

  • Third Party Trusts
  • Self-Settled Trusts
  • Estate Taxes
  • Gift Taxes
  • Generation-Skipping Transfer Taxes (GSTT)

Chapter 9: Updating, Education and Maintenance

  • Changes in Your Family or Financial Circumstances
  • Changes in the Law
  • Changes in Your Advisor's Experience
  • An Estate Planning Solution - The Three Step Strategy
  • The Importance of the Team Approach

Chapter 10: Termination

Chapter 11: Special Letters of Instruction

  • Key Issues

Chapter 12: Conclusion

Appendix A: Glossary of Estate Planning Terms

Appendix B: Monthly Expense Worksheet

Appendix C: Special Letter of Instruction

Appendix D: Checklist



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