
Written by Jennifer Byrd, an attorney specializing in estate planning for special needs and disabilities, this e-book is a clear, practical guide designed specifically for parents, grandparents, and legal guardians. It demystifies the often overwhelming legal landscape of special needs planning, helping families understand their options and make informed decisions with confidence.
With straightforward explanations and real-world strategies, this resource empowers readers to create a secure and meaningful future for their loved one with special needs.
Inside, you'll learn:
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What happens if you pass away without a plan in place
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The different types of Special Needs Trusts, and how each can protect your child's benefits
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Which government benefit programs your child may qualify for, and how to maintain eligibility
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Smart strategies for funding a trust (including investments, real estate, life insurance, and cash gifts)
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How to integrate an ABLE account with a trust for maximum flexibility and tax-free savings
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Legal steps to take as your child transitions into adulthood
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How to create a Letter of Intent and leave clear, practical instructions for the next caregiver
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Planning for your other children, including those without disabilities
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Planning strategies for blended families
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How to avoid the "SSI Trap" during divorce, and ensure your child remains protected

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