Special Needs Trusts: Planning, Drafting, and Administration

Publish in June 2026 “ ...planners across the country may well find it an indispensable tool for navigating the intricate requirements for drafting the proper SNT. ” Academy of Special Needs Planners Understand complicated special needs trust issues and public benefit laws affecting persons with disabilities with the first book to completely cover this rapidly expanding field. Public benefits primer including SSI and Medicare, as well as an analysis of Medicaid program expansion under the Affordable Care Act Establishing Medicare set-aside arrangements (MSAs) Required and recommended first- and third-party special needs trust provisions Considering special needs trust alternatives Pooled special needs trusts with a full description of every California pooled trust Special needs trusts administration and appropriate distributions Special needs trusts taxation, accounting, termination, purchase of a home, and hiring of caregivers Qualified settlement funds Complete form first- and third-party special needs trusts