TITLE

Special Needs Trusts: Powerful Planning Tools For Disabled Individuals

AUTHOR(S)
Dussault, Kate; Lauterbach, Jeffrey R.
PUB. DATE
January 2002
SOURCE
Journal of Financial Planning;Jan2002, Vol. 15 Issue 1, p70
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
Analyzes the special needs trusts as the powerful planning tools for disabled individuals in the United States. Types of special needs trusts; Responsibilities of trustee in the insurance business; Description of variety of design options for the ongoing management of the trust. INSET: Checklist for Advisors Wishing to Work with Special Needs Trusts.
ACCESSION #
5847758

 

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