The Locator -- [(title = "special needs planning guide ")]

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Author:
Sappington, Anna, author.
Title:
Pennsylvania special needs planning guide : a handbook for attorneys and trustees of special needs trusts / by Anna Sappington, member of the Montgomery County Bar.
Edition:
Third edition.
Publisher:
George T. Bisel CompanyInc.,
Copyright Date:
2020
Description:
1 volume (various pagings) : forms ; 25 cm
Subject:
Trusts and trustees--Pennsylvania.
People with disabilities--Legal status, laws, etc.--Pennsylvania.
Estate planning--Pennsylvania.
Estate planning.
People with disabilities--Legal status, laws, etc.
Trusts and trustees.
Pennsylvania.
Notes:
Kept up to date by pocket parts. Includes bibliographical references and index.
Contents:
Introduction -- Benefits overview -- Self-settled special needs trusts -- Third-party special needs trusts -- Pooled special needs trusts for persons who have disabilities -- Funding a special needs trust -- Administration of a special needs trust -- Taxation of special needs trust -- Letters of intent -- Powers of attorney -- Guardianships -- The decision makers -- Able accounts -- Special needs planning and divorce -- Special needs planning resources -- Selected POMS -- Selected full text court opinions -- Index.
ISBN:
1732564043
9781732564046
OCLC:
(OCoLC)1143695357
Locations:
OVUX522 -- University of Iowa Libraries (Iowa City)

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