Third-party and self-created trusts : a modern look / Rebecca C. Morgan, Robert B. Fleming, and Bryn Poland.

"Written by Clifton B. Kruse, Jr., a well-known expert in the fields of estate planning and elder law, this updated edition of Third-Party and Self-Created Trusts explains the effect that governmental legislation has had on trust law and guides you through the maze of federal laws that affect p...

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Bibliographic Details
Main Authors: Morgan, Rebecca C. (Author), Fleming, Robert B. (Author), Poland, Bryn (Author)
Corporate Author: American Bar Association. Section of Real Property, Trust, and Estate Law (sponsoring body.)
Format: Book
Language:English
Published: Chicago, Illinois : American Bar Association, Real Property, Trust and Estate Law Section, 2023.
Subjects:

MARC

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245 1 0 |a Third-party and self-created trusts :  |b a modern look / Rebecca C. Morgan, Robert B. Fleming, and Bryn Poland. 
264 1 |a Chicago, Illinois :  |b American Bar Association, Real Property, Trust and Estate Law Section,  |c 2023. 
300 |a xii, 357 pages :  |b illustrations, forms ;  |c 26 cm 
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337 |a unmediated  |b n  |2 rdamedia. 
338 |a volume  |b nc  |2 rdacarrier. 
504 |a Includes bibliographical references and index. 
505 0 |a Introduction of planning for special needs with trusts -- Ethical issues and fiduciary representation -- Public benefits -- First-party special needs trusts -- Third-party special needs trusts -- Modification, reformation, decanting, and directed trusts -- Special needs trust alternatives. 
520 |a "Written by Clifton B. Kruse, Jr., a well-known expert in the fields of estate planning and elder law, this updated edition of Third-Party and Self-Created Trusts explains the effect that governmental legislation has had on trust law and guides you through the maze of federal laws that affect planning for the elderly and disabled. Focusing on the effect of the Omnibus Budget Reconciliation Act of 1993 on trusts for older and disabled Americans, this guide includes the full text of this act and outlines how it affects the drafting of trusts, illustrated by a comprehensive chart showing OBRA 1993's effect on nine commonly used trusts." --  |c Publisher's website. 
650 0 |a Third parties (Law)  |z United States.  |0 http://id.loc.gov/authorities/subjects/sh2010116502 
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