Where to get more help. How trustees can (and cannot) use trust funds -- Getting money into a special needs trust -- The trustee's job -- Choosing trustees -- Joining a pooled trust -- ABLE accounts -- Creating your special needs trust -- Finalizing and funding your special needs trust -- Preparing a letter of intent -- Where to get more help.
Summary:
Presents advice on setting up and managing a special needs trust, covering trust benefits, funding, duties of trustees, pooled trusts, taxes, wills, and death of beneficiaries.
This resource is supported by the Institute of Museum and Library Services under the provisions of the Library Services and Technology Act as administered by State Library of Iowa.