Finally! A Treatise on Special Needs Trusts

I am pleased to announce that a treatise on special needs planning has finally been published.  As an author of the treatise, I want to tell you all about it.  It has been published in two volumes by the Continuing Education of the Bar, a California educational publisher.  The treatise will be available on February 29 and can be pre-ordered at www.ceb.com.

Here is how CEB describes the book:

The definitive book on planning for persons with disabilities: includes practice tips, sample forms for trusts and petitions, a discussion of family law issues, and a summary of public benefit law for persons with disabilities.

HIGHLIGHTS INCLUDE:

• Overview of estate, personal, and financial planning for children with disabilities
• Discussion on planning for an individual with disabilities who receives assets from a litigation recovery or from inheritance
• Comprehensive discussion on how family law issues, ethical issues, and public benefits laws affect planning for persons with disabilities
• Detailed information on special needs trust administration issues such as distributions, taxation, termination, accountings, purchase of home, and hiring of caregivers
• Complete attorney-drafted forms Written by leading special needs practitioners from around the state, this key text is ideal for both beginning and experienced estate planners.

The authorship of the book is shared by some of the most prominent practitioners in California and it is an honor to be listed together with them.  For the attorneys and technically inclined clients on this blog, this book will fill a huge hole in your library.  This is the first of what I hope will become many editions as the book finds an audience and becomes a magnet for state of the art thinking and writing on special needs trusts.

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