Description:
Planning for the financial future of a loved one who receives disability? Understand that giving this person anything of value (such as in a regular will or trust) will result in a reduction of SSI and Medicaid. Avoid this cruel result 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.
Brief description: Jessica Farinas Jones is an attorney at the special needs and settlement planning law firm, The Urbatsch Law Firm P.C., located in Berkeley, California. Jessica is a frequent presenter on special needs planning, including first party and third party topics such as settlement planning and third party special needs trusts. She is a California Continuing Education of the Bar (CEB) update author and has co-authored articles in the 2018 California Trusts and Estates Quarterly as well as the CEB Estate Planning Reporter, both covering Achieving a Better Life Experience (ABLE) accounts. Jessica is a member of the Academy of Special Needs Planners (ASNP) and served on the Planning Committee for their 2018 National Meeting in Las Vegas, Nevada.
Review Quotes: "Does a good job of explaining what a special needs trust can do to protect the benefits of a person with disabilities.... Even if after reading the book you feel you need a lawyer, you will have the knowledge to approach the subject." Support for Families of Children With Disabilities Newsletter
"What will happen to our son or daughter when we are no longer here?' Special Needs Trusts provides parents with an answer." Roslyn Brilliant, Former Executive Director, Disabled and Alone/ Life Services for the Handicapped, inc.