ATTORNEY MANUAL
Planning for an individual with a disability is a very specialized piece of estate planning. This manual for attorneys has been developed to support their effective work with families of individuals with disabilities and ensure protection of their entitlement benefits.
Helping Attorneys Understand Options in Planning for an Individual with a Disability
Soft-cover bound book — 137 pages
Price: $95.00
Attorney Manual – Table of Contents
| Chapter 1 | Why Do Families of Individuals with Disabilities Need to Plan Differently? | Page 1 |
| Chapter 2 | Understanding Social Security Supplemental Security Income and Social Security Disability Benefits | Page 11 |
| Chapter 3 | Acceptable Expenditures | Page 23 |
| Chapter 4 | Planning with Family Money | Page 31 |
| Chapter 5 | 3rd Party Supplemental Needs Trust | Page 36 |
| Chapter 6 | History of a Pooled Trust | Page 66 |
| Master Trust Documents (OBRA D4C) | Page 83 | |
| Master Trust Documents (Third Party) | Page 92 | |
| Transfer Agreement (OBRA D4C) | Page 100 | |
| Transfer Agreement (Third Party) | Page 105 | |
| Chapter 7 | Planning with an Individual’s Money | Page 107 |
| Chapter 8 | Life’s Plan Inc. Pooled Trust | Page 120 |
| Chapter 9 | Frequently Asked Questions | Page 126 |
| Chapter 10 | Resources | Page 132 |
