Special Needs Trust Administration Manual: A Guide for Trustees | 
 enlarge | Author: Barbara D Jackins
Creators: Richard S. Blank, Peter M Macy, Ken W. Shulman, Harriet H. Onello
Publisher: iUniverse, Inc.
Category: Book
List Price: $15.95
Buy New: $10.00
You Save: $5.95 (37%)
New (18) Used (12) from $9.67
Avg. Customer Rating:  5 reviews
Sales Rank: 27268
Media: Paperback
Edition: 0
Number Of Items: 1
Pages: 143
Shipping Weight (lbs): 0.5
Dimensions (in): 8.8 x 5.9 x 0.5
ISBN: 0595331068
Dewey Decimal Number: 349
EAN: 9780595331062
ASIN: 0595331068
Publication Date: August 31, 2005
Availability: Usually ships in 1-2 business days
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| Editorial Reviews:
Product Description
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.
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| Customer Reviews:
 Can't Really Give a True Review of This Book Until We Set Up & Start Administering the Trust September 29, 2008
I live in Mass, so I have very high expectations for this manual. The authors live and work in Massachusetts. It's a lot of information, and a little overwhelming at first, but I think this will be a great tool once we get into establishing the trust. That's why I can only rate this as a three right now. I don't think I'll be able to completely review this book until after we've gone through the creation of the trust. This book isn't going to replace an attorney or financial advisor, but I'm hoping it will serve as a good resource for us to learn more about specific topics as we dive in. I've only read the first two chapters, as our baby is only three months old, but it has already done a pretty good job of explaining SSI and SSDI. I'm most impressed at the explanations and descriptions of how the individual's income (the special needs individual) can affect the public benefit programs received.
 Extremely Valuable Reference November 3, 2007
3 out of 3 found this review helpful
I bought this book because I am considering setting-up a Special Needs Trust for my adult daughter who is disabled. It contains excellent advice on admistering a trust, including what is allowed by law, what is not, and the gray areas. It gave me a much better understanding of how the trusts work and enabled me to have a more intelligent discussion with a trust attorney during our first meeting.
Good reference for special needs trusts May 7, 2007
7 out of 7 found this review helpful
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.
very helpful and practical advice April 1, 2005
22 out of 23 found this review helpful
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.
Great Basic Guide for Trustees of Special Needs Trusts December 27, 2004
28 out of 28 found this review helpful
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.
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