The authors present estate planning suggestions that address concerns about lifetime care for the disabled children of aging parents. Aspects covered include disinheriting children, trust funds, and medical and legal assistance and food stamps. (CL)

Information is provided for parents regarding planning for their disabled child's future. Aspects considered include guardianship of the estate, trusts, transfer of property, power of attorney, joint bank accounts, and criteria for selecting a successor. (CL)

The article explains how parents can set up a trust to provide for a disabled child's financial future. The trust instrument is described and the assignment of imperative or discretionary powers to a trustee or cotrustees is considered. (DB)

An attorney describes problems that can arise if property is left outright or in a standard type of trust to or for the benefit of a disabled person. (CL)

The paper offers guidelines for estate planning, defined as the art of arranging one's affairs to best care for loved ones while, at the same time, minimizing transfer costs. An understanding of the basics of estate planning is essential if one is to provide for the future of a severely handicapped child. Definitions are given for federal estate…

The handbook is designed to assist parents of handicapped children with their estate planning and to provide relevant information for other interested persons such as attorneys and advocates. Considered are various ways of providing for handicapped individuals when parents can no longer care for them because of death or long term illness. Major…

Intended for parents of disabled children, the handbook addresses issues of estate planning and other legal matters concerning the child's future. An initial section on guardianship covers such aspects as how to obtain guardianship, duties, and alternatives to guardianships. Wills and trusts are examined in separate chapters which include…

An attorney offers advice to parents regarding estate planning for their learning disabled children. Problems are discussed regarding issues for the minor and planning for the grown child incapable of managing financial affairs. (CL)

Considerations in estate planning for learning disabled children are presented from the perspective of an individual who is both a lawyer and the parent of a learning disabled child. It is suggested that an important goal for parents is to train the child to be able to deal with his/her financial situation. Early training in the habit of saving…

The best way to support charitable causes after tax reform is planned giving. Seven changes in the new tax laws that may affect donors are identified: charitable deduction, fewer deductions, fewer itemizers, increased capital gains tax, alternative minimum tax, generation-skipping tax, and retirement plan restrictions. (MLW)

Intended for parents and legal guardians of mentally retarded persons, the manual provides guidelines for estate planning. An overview of definitions, causes, and prevalence factors in retardation is followed by reviews of the major financial assistance governmental programs such as Medicare, and Supplemental Security Income, and of legal…

The booklet offers suggestions for parents concerned with providing lifetime protection for a child with mental retardation. Emphasis is placed on the interrelationship between the child's prospective needs of social and/or economic supports and the formal mechanisms which can be brought to bear on them. Four major topics are addressed: (1)…

This course outline on estate planning is designed for teachers and leaders in New York State public school adult education programs. Basic elements in estate planning (inventory, objectives, analysis, problem areas, administration, and others) are outlined, followed by information and guidelines on accumulating an estate, conserving an estate,…

Figures are offered on the expense charges and cashability feature of the supplemental retirement annuities (SRA's) of the Teachers Insurance and Annuity Association (TIAA) retirement program. (LBH)

Parents who wish their handicapped offspring to be financially provided for after their own deaths need to explore several ways of managing and distributing their assets, including: creating a will; disinheritance (to avoid loss of benefits; joint property and life insurance; and trusts and trustees. (CB)