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Author: Kevin Urbatsch Publisher: ISBN: 9781672768191 Category : Languages : en Pages : 464
Book Description
Administering a special needs trust (SNT) is a very important job, which often has a profound impact on the life of persons with disabilities. In most cases, the SNT trustee is providing the beneficiary goods and services that enhances their quality of life. In some cases, the SNT trustee may be the only person looking to the beneficiary's welfare. Thus, the role of an SNT trustee is often a more substantial and complex role than in many other types of trusteeships. The great SNT trustee is a solid financial manager, accountant, record keeper, legal counselor, public benefits advisor, social worker, housing coordinator, civil rights advocate, guardian, and life coach. Moreover, the world of public benefits for the disabled is a complex one that requires careful study. It is very easy to mess up these rules and using common sense will generally lead to a loss of public benefits and potential liability for an SNT trustee. This is why authors Michele P. Fuller-Urbatsch and Kevin Urbatsch published their book titled Administering the Michigan Special Needs Trust. The book is written in question and answer format to cover all aspects of administering a special needs trust. In addition, there are multiple checklists, sample forms, and summaries included that will allow a trustee to confidently manage any type of special needs trust.
Author: Kevin Urbatsch Publisher: ISBN: 9781672768191 Category : Languages : en Pages : 464
Book Description
Administering a special needs trust (SNT) is a very important job, which often has a profound impact on the life of persons with disabilities. In most cases, the SNT trustee is providing the beneficiary goods and services that enhances their quality of life. In some cases, the SNT trustee may be the only person looking to the beneficiary's welfare. Thus, the role of an SNT trustee is often a more substantial and complex role than in many other types of trusteeships. The great SNT trustee is a solid financial manager, accountant, record keeper, legal counselor, public benefits advisor, social worker, housing coordinator, civil rights advocate, guardian, and life coach. Moreover, the world of public benefits for the disabled is a complex one that requires careful study. It is very easy to mess up these rules and using common sense will generally lead to a loss of public benefits and potential liability for an SNT trustee. This is why authors Michele P. Fuller-Urbatsch and Kevin Urbatsch published their book titled Administering the Michigan Special Needs Trust. The book is written in question and answer format to cover all aspects of administering a special needs trust. In addition, there are multiple checklists, sample forms, and summaries included that will allow a trustee to confidently manage any type of special needs trust.
Author: Kevin Urbatsch Publisher: iUniverse ISBN: 146206051X Category : Law Languages : en Pages : 434
Book Description
In Administering the California Special Needs Trust, author Kevin Urbatsch presents a guide for anyone assigned the duty of managing a Special Needs Trust for a person with a disability. Though geared toward those who never have administered a trust, it also provides sophisticated answers for experienced trustees concerning some of the unique responsibilities a trustee of a special needs trust will encounter. Urbatsch, a California attorney who has years of experience in assisting trustees to manage special needs trusts, has written extensively for both attorneys and families on how best to establish a special needs trust. Administering the Special Needs Trust addresses specific California issues that a special needs trust trustee encounters daily. In a question-and-answer format, it addresses how to - avoid the most common mistakes made by SNT trustees; - understand the type of public benefits available for California persons with disabilities; - learn how SNT disbursements will affect these public benefits; - best pay for a person with a disability's housing, caregiver costs, transportation, and related expenses; - handle SNT investments, accountings, and taxes; - terminate the SNT. With checklists, form documents, and law summaries included, Administering the Special Needs Trust contains a wide range of information for those charged with the responsibility of managing a special needs trust for people with disabilities.
Author: Kevin Urbatsch Publisher: iUniverse ISBN: 1532001738 Category : Law Languages : en Pages : 551
Book Description
Administering a special needs trust (SNT) is a very important job, which often has a profound impact on the life of persons with disabilities. In most cases, the SNT trustee is providing the beneficiary goods and services that improve their quality of life. In some cases, the SNT trustee may be the only person looking to the beneficiarys welfare. Thus, the role of SNT trustee is often a more substantial role than in many other types of trusteeships. The great SNT trustee is a solid financial manager, accountant, record keeper, legal counselor, public benefits advisor, social worker, housing coordinator, civil rights advocate, guardian, and life coach. This is why author Kevin Urbatsch published his book titled Administering the California Special Needs Trust. It has been five years since the book was published. The reception for it far exceeded expectations. There have been excellent reviews of how it has helped SNT trustees, beneficiaries, their families, and professionals who advise persons with disabilities. After reviewing the book, the Federal Financial Institutions Examination Council (FFIEC) flew Kevin to Washington D.C. to present to federal government bank auditors on what to look for when auditing corporate trustees when banks administer special needs trusts. Other than the numbers that change each year, like SSI or SSDI, the balance of the book was current and up-to-date. However, there were some subjects that were missing in the book plus a couple of big changes that occurred since publication, including the passage of the Affordable Care Act and the ABLE (Achieving a Better Life Experience) Act that provide excellent new tools for the SNT trustee. Kevin recruited several of his professional colleagues to assist in preparing this Second Edition of the book including Michele Fuller, Robert Nuddleman, Herb Thomas, Courtney Kosnik, Scott MacDonald, and Daniel Cutter. With their assistance, Kevin added the following new chapters to the book Paying Caregivers, Paying Trustees Fees, Understanding and Utilizing ABLE Accounts, and Protecting the SNT Trustee. Kevin was also able to update and revise the information in the balance of the book and provide additional forms to make the job of being an SNT trustee safer and more efficient. With the checklists, form documents and law summaries included, Administering the Special Needs Trust contains a wide range of information for those charged with the responsibility of managing an SNT for persons with disabilities.
Author: Barbara D. Jackins Publisher: ISBN: 9780998814216 Category : People with disabilities Languages : en Pages : 0
Book Description
For Massachusetts residents, check out LEGAL PLANNING FOR SPECIAL NEEDS IN MASSACHUSETTS. Same great information written for MA programs. Managing a Special Needs Trust 2020 EDITION includes updates on: * Housing: How an ABLE account can be used to pay for housing expenses without reducing SSI benefits* Vacations: New SSI rules allow trust payment of vacation expenses for family members who travel with the beneficiary* A new financial product-the True Link card--allows the beneficiary to have spending money without reducing SSI benefits. As well as all the details you've come to expect in this comprehensive guideMANAGING A SPECIAL NEEDS TRUST: A GUIDE FOR TRUSTEES covers many topics you need to know, 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 dutiesBy reading MANAGING A SPECIAL NEEDS TRUST, you will learn how a trustee can use trust funds to meet the financial needs of a person with disabilities and still comply with the complex rules of government benefit programs. THIS UPDATED BOOK IS RELEVANT TO ALL 50 STATES. While earlier editions were focused on Massachusetts' laws and procedures, this book applies to all states-the book covers uniform statues that have been adopted in most states. It also provides information on the rules of most major federal benefit programs that provide cash, medical benefits and housing subsidies to people with disabilities. MANAGING A SPECIAL NEEDS TRUST: A GUIDE FOR TRUSTEES is an invaluable resource for anyone who is managing a special needs trust.
Author: Kevin Urbatsch Publisher: ISBN: 9781413326239 Category : Business & Economics Languages : en Pages : 312
Book Description
Planning for the financial future of someone with special needs? Unless you make the right legal arrangement you can jeopardize their ability to receive benefit under SSI or Medicaid. Avoid this risk by creating a special needs trust. This book explains how these trusts work, and shows you how to set one up, with or without a lawyer.
Author: Thomas D. Begley (Jr.) Publisher: Wolters Kluwer ISBN: 0735552398 Category : Political Science Languages : en Pages : 4162
Book Description
Are you ready to go beyond advising and planning to actively advocating the interests of your elderly clients? You can be, with this two volume handbook from two veteran elder law advocates. In a systematic and practical fashion, the authors address each key practice issue and provide an overview of the basic rules and guiding statutes/regulations, in-depth analysis of elder law practice together with guiding case law, and step-by-step explanation of the advocacy process, revealing how law operates in the real world and where things can go wrong. Plus you'll get their practice-tested minisystem for effective advocacy. After an introductory section explores basic principles, Representing the Elderly Client: Law and Practice addresses the six areas you'll encounter most often: Medicaid Special Needs Trusts Medicare and Managed Care Elder Abuse Nursing Home and LTC Facilities Intra-family and Postmortem Advocacy for Elderly Clients and Heirs. Practice forms, flowcharts, and tables put all essential information at your fingertips. The forms contained in the Author's Advocacy Mini-systems will save you hours of preparation time. Start finding effective solutions to your elderly clients' problems with Representing the Elderly Client: Law and Practice. Along with your Representing the Elderly Client two-volume print set, you'll receive a FREE CD-ROM containing word processing documents used in handling some of elder law's most complex concerns.
Author: Patricia S. Yoder-Wise Publisher: Elsevier Health Sciences ISBN: 0323241832 Category : Medical Languages : en Pages : 675
Book Description
Leading and Managing in Nursing, 5th Edition -- Revised Reprint by Patricia Yoder-Wise successfully blends evidence-based guidelines with practical application. This revised reprint has been updated to prepare you for the nursing leadership issues of today and tomorrow, providing just the right amount of information to equip you with the tools you need to succeed on the NCLEX and in practice. Content is organized around the issues that are central to the success of professional nurses in today's constantly changing healthcare environment, including patient safety, workplace violence, consumer relationships, cultural diversity, resource management, and many more. ".. apt for all nursing students and nurses who are working towards being in charge and management roles." Reviewed by Jane Brown on behalf of Nursing Times, October 2015 Merges theory, research, and practical application for an innovative approach to nursing leadership and management. Practical, evidence-based approach to today's key issues includes patient safety, workplace violence, team collaboration, delegation, managing quality and risk, staff education, supervision, and managing costs and budgets. Easy-to-find boxes, a full-color design, and new photos highlight key information for quick reference and effective study. Research and Literature Perspective boxes summarize timely articles of interest, helping you apply current research to evidence-based practice. Critical thinking questions in every chapter challenge you to think critically about chapter concepts and apply them to real-life situations. Chapter Checklists provide a quick review and study guide to the key ideas in each chapter, theory boxes with pertinent theoretical concepts, a glossary of key terms and definitions, and bulleted lists for applying key content to practice. NEW! Three new chapters - Safe Care: The Core of Leading and Managing, Leading Change, and Thriving for the Future - emphasize QSEN competencies and patient safety, and provide new information on strategies for leading change and what the future holds for leaders and managers in the nursing profession. UPDATED! Fresh content and updated references are incorporated into many chapters, including Leading, Managing and Following; Selecting, Developing and Evaluating Staff; Strategic Planning, Goal Setting, and Marketing; Building Teams Through Communication and Partnerships; and Conflict: The Cutting Edge of Change. Need to Know Now bulleted lists of critical points help you focus on essential research-based information in your transition to the workforce. Current research examples in The Evidence boxes at the end of each chapter illustrate how to apply research to practice. Revised Challenge and Solutions case scenarios present real-life leadership and management issues you'll likely face in today's health care environment.
Author: Kevin Urbatsch
Author: Kevin Urbatsch
Author: Kevin Urbatsch
Author: Kevin Urbatsch
Author: Barbara D. Jackins
Author: Kevin Urbatsch
Author: 
Author: Begley, Canellos
Author: Kelly Stephen Searl
Author: Thomas D. Begley (Jr.)
Author: Patricia S. Yoder-Wise