商品簡介
Author Wright, father of a daughter with Down syndrome, is a Certified Financial Planner and speaker on special needs planning. Here, he uses plain language to explain complex terms, concepts, programs, and legal and financial matters for parents and families of those with disabilities. While focus is on how to create, fund, and manage a special needs trust, the author goes beyond basic documents to discuss other financial and legal considerations, employment and residential options for the disabled person, and to explain the basics of US government programs such as Social Security, Medicare, and Medicaid. The book includes a section on special circumstances such as divorce and denial of eligibility for government benefits. Each chapter ends with checklists and case studies. Although the book directed to parents, it will also be useful for financial advisors, attorneys, special education teachers, and social workers. Annotation c2013 Book News, Inc., Portland, OR (booknews.com)
作者簡介
Hal Wright has been married for forty years and has three adult children, one born with Down syndrome. He had a successful 27 year career in corporate finance, but in 2004 read an article in the Wall Street Journal about the scarcity of financial planners with expertise in special needs planning. He resigned his corporate position and established a financial planning practice focused on special needs planning. He graduated from the College of Financial Planning and earned the respected professional designation of Certified Financial Planner (CFPR). Now retired from professional practice, he is a frequent speaker on the topic and has presented to the Colorado Bar Association and the Women's Estate Planning Council for CLE credit. He lives in Denver, Colorado.
