A Practical Guide to Estate Planning for a Family with a Special
Needs Child - Based in Troy,
MI, Sebastian V. Grassi, Jr. is a nationally recognized tax and
estate-planning practitioner and author of several tax and
estate planning guides. He and his wife, Elizabeth, a
special-education teacher, are the parents of three children;
one of them, Laura, is an adult special-needs child with severe
cerebral palsy. The book is divided into two parts: 17 chapters
that present a clear and comprehensive overview of the essential
elements of special-needs planning and five appendices that
provide special-needs trust forms and practical, detailed
commentary by Mr. Grassi and other noted lawyers on technical
aspects of planning for a special-needs child.
Special Needs for
School-Age Children: Planning Ahead When Your Child Has a
Disability - If your child has
a disability, or another family member with a disability relies
on you for care and support, you're likely to be concerned about
the future. You know that it's important to understand the best
way to arrange your financial and legal affairs to be sure your
child's care continues after your death. The following
information is meant to help you think about your child's
future. It will help you get ready to talk with any experts who
may help you plan your estate. It will also help you understand
how to let future caregivers know important information about
your child.
Safe and Secure:
Six Steps to Creating a Good Life for People with Disabilities
- The authors of Safe and Secure: Six Steps to Creating a
Good Life for People with Disabilities went to great lengths
to make sure that parents are fully informed of the options and
many steps involved in planning for the future of a loved one
with disabilities.
Special Needs Trust Administration
Manual: A Guide for Trustees - The Special Needs Trust
Administration Manual is an invaluable guide for anyone who is
managing a Special Needs Trust for a person with disabilities.
Planning for the Future: Providing a
Meaningful Life for a Child with a Disability After Your Death -
The completely revised and greatly expanded 5th edition of Planning
for the Future: Providing a Meaningful Life for a Child with a
Disability After Your Death discusses all the steps that parents
should take to assure a secure and happy life for their disabled son
or daughter.
Free
Downloadable Letter of Intent Form – An 88 Item Checklist
Showing Parents How to Communicate their Wishes and Knowledge
about their Son or Daughter with a Disability to Future
Caregivers - How can you, as a parent, be assured that
your son or daughter will lead as complete a life as possible
after your death? What can you do to make sure your hopes and
aspirations are realized? Writing a letter of intent is a
critical step in the planning process. This critical document
permits parents to communicate vital information about their son
or daughter to future caregivers.
Planning For a Disabled Child's Future - Parents make
provisions for the years after their own passing. Meet Janet
Taggart. Her days begin at 6:30 a.m., when she must rush to help
her developmentally disabled daughter get ready for her adult
day care program while tending to her 95-year-old mother at the
same time.
My Brother's Keeper - Even when they were ailing, Betty
and Alvin Ford refused to talk about their son's future. So when
the elderly Mount Washington couple died - little more than a
year apart - all responsibility for David Ford fell on his
sister's shoulders. Mary-Jo Dale loves her brother. But she was
ill-prepared to be the sole provider and caregiver to a
middle-aged man who, because of a developmental disability (and
perhaps his parents' protective instincts) had lived his life as
a virtual child, never holding a job or living on his own.
