Special Needs Trust Administration Manual: A Guide for Trustees [Paperback]

Barbara Jackins (Author), Richard Blank (Contributor), Peter Macy (Contributor), Ken Shulman (Contributor), Harriet Onello (Contributor)

Book Description

ISBN-10: 0595331068 | ISBN-13: 978-0595331062 | Publication Date: August 31, 2005 0

2005 Edition

The Special Needs Trust Administration Manual is an invaluable guide for anyone who is managing a Special Needs Trust for a person with disabilities.

The authors, who are all Massachusetts attorneys, bring many years experience in guiding trustees through the complicated rules of Special Needs Trusts. In clear and easy to understand language, the authors explain how a trustee can use trust funds to meet the financial needs of a person with disabilities while complying with the complex rules of government benefit programs. The Special Needs Trust Administration Manual covers a multitude of topics, 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 duties

The Special Needs Trust Administration Manual is a useful resource for anyone who wants to know more about disability trusts and public benefits.

Editorial Reviews

About the Author

Barbara D. Jackins, Richard S. Blank, Peter M. Macy, Harriet H. Onello, and Ken W. Shulman are all Massachusetts attorneys. Their individual practices, which are located in the Greater Boston area, focus on estate planning, Medicaid planning, public benefits, and trust administration. They are all experienced speakers and writers on disability related topics.

Product Details

• Paperback: 143 pages
• Publisher: iUniverse, Inc. (August 31, 2005)
• Language: English
• ISBN-10: 0595331068
• ISBN-13: 978-0595331062
• Product Dimensions: 9 x 6 x 0.4 inches
• Shipping Weight: 5.6 ounces
• Average Customer Review: 4.2 out of 5 stars  See all reviews (10 customer reviews)
• Amazon Best Sellers Rank: #737,005 in Books (See Top 100 in Books)
  • #60 in Books > Law > Specialties > Disability
  • #82 in Books > Law > English Law > Social Security & Welfare

Customer Reviews

Most Helpful Customer Reviews

34 of 34 people found the following review helpful:

5.0 out of 5 stars Great Basic Guide for Trustees of Special Needs Trusts, December 27, 2004

By 

Neal A. Winston (Massachusetts) - See all my reviews
(REAL NAME)   

This review is from: Special Needs Trust Administration Manual: A Guide for Trustees (Paperback)

Coordination of public benefits and special needs trusts are a complicated matter. I like this affordable guide because it doesn't confuse by trying to give the reader a law degree like some books. It gives straight forward, practical answers that go a long way to explaining day to day administration, particularly for the family member or professional fiduciary that doesn't have a lot of prior experience with government programs and special needs trusts. While it uses Massachusetts examples for some of the programs that could become dated over time, it makes an effort to be generic and timeless, and 95% of the content is good anywhere at anytime. I draft special needs trusts naming Trustees with a wide range of experience, from zero to full time, and I will be sending a copy of this guide to all of them.

23 of 24 people found the following review helpful:

5.0 out of 5 stars very helpful and practical advice, April 1, 2005

By 

Patricia M. Freedman - See all my reviews
(REAL NAME)   

This review is from: Special Needs Trust Administration Manual: A Guide for Trustees (Paperback)

This Manual has been an invaluable resource for our office. Our office is the Trustee for Special Needs Trusts, and having such practical advice in one book has been extremely helpful for our staff. It is readable, cogent, and well organized. It is a useful tool for attorneys and non-attorneys who are trying to better understand the many issues involved with coordinating public benefits and special needs trusts. The information that it provides on Trust Administration is very useful information for anyone who is a Trustee of a Special Needs Trust. Our office is purchasing multiple copies because it is sucha a helpful resource.

9 of 9 people found the following review helpful:

5.0 out of 5 stars Good reference for special needs trusts, May 6, 2007

By 

SidG (The Rocky Mountains, USA) - See all my reviews

Amazon Verified Purchase

This review is from: Special Needs Trust Administration Manual: A Guide for Trustees (Paperback)

Goes over administering SNTs in detail. Good explanation of the mechanisms related to SSI, SSDI, and Medicaid, and how they interact with the SNT. Oriented to Massachusetts law, where the authors are, although should be similar in other states since law is federal with state "twists". Has a list of "do nots" and "watch out for" items that is useful, although the list is spread out through the book, would be useful to have an appendix summarizing them. Has a chapter on web site references to go to for more info. Finally, the tax section I thought was a bit vague, as it didn't distinguish between distributions that are return of corpus vs. return of income, and didn't make some other things clear. Overall, however, a good reference.