List of Forms by Chapter
Chapter 1 — Initial Client Meeting and Needs Assessment
Chapter 2 — Day Program and Residential Placement Options and Related Funding Issues
Chapter 3 — Home Design and Adaptations for Use for a Person with Special Needs
Chapter 4 — Drafting Self-Settled OBRA Trusts
II. Sources of Law and Policy for Self-Settled OBRA Trusts
III. Requirements To Qualify a Special Needs Trust as a Medicaid-Exempt 42 U.S.C. §1396p(d)(4)(A) OBRA Trust
IV. Other Drafting Issues
V. Notice and Approval
VII. [4.35] Requirements To Qualify a Special Needs Trust as a Medicaid-Exempt 42 U.S.C. §1396p(d)(4)(C) OBRA Trust
VIII. Appendix — Establishing Special Needs Trusts
Chapter 5 — Drafting Third-Party Special Needs Trusts
Chapter 6 — Social Security and Medicare: An Overview
Chapter 7 — Medicaid Issues
Chapter 8 — Tax Issues Relating to Special Needs Trusts
Chapter 9 — Disability Provisions in General (Non- Special Needs Trusts) Living Trusts
Chapter 10 — Special Powers in Powers of Attorney Relating to Special Needs Issues
Chapter 11 — Planning for Beneficiaries Who May Become Disabled
Chapter 12 — Powers of Attorney and Trusts as Alternative to Guardianship
Chapter 13 — Protection of the Caregiver
Chapter 14 — Caregiver Succession Planning
Chapter 15 — Special Needs Issues in Personal-Injury and Wrongful-Death Awards or Settlements
Chapter 16 — Trust ManagementAn IICLE® Online Library subscription is required to view this content. For more information or to subscribe, click here.