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
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 Management
I. [16.1] Introduction and Overview of Special Needs Trust Management Issues
II. [16.8] Basic Trustee Issues
III. [16.18] Managing the First-Party Special Needs Trust — (d)(4)(A) and (d)(4)(C) Trusts
IV. [16.26] Managing the Third-Party Special Needs Trust
V. [16.31] Maintaining Contact with the Beneficiary, the Representative Payee for Social Security Administration Benefits, the Guardian, and the Legal Representative of the Beneficiary
VI. [16.35] Navigating the Maze of Government Benefits and Their Treatment of Trusts
VII. [16.38] Making Distributions To Maximize Governmental Benefits
VIII. [16.45] Accounting, Record-Keeping, and Termination of TrustAn IICLE® Online Library subscription is required to view this content. For more information or to subscribe, click here.