The Simple Guide to Special Needs Estate Planning: Special Needs Estate Planning Explained in Plain English (The Plain English Attorney) - Softcover

Marsocci Esq., Jeffrey G.

9781935896159: The Simple Guide to Special Needs Estate Planning: Special Needs Estate Planning Explained in Plain English (The Plain English Attorney)

Softcover

ISBN 10: 1935896156 ISBN 13: 9781935896159

Publisher: Domestic Partner Publishing, LLC, 2015

PROTECT YOUR CHILD AND LOVED ONES FROM HUGE MISTAKES AND AVOID COMMON SPECIAL NEEDS PLANNING PITFALLS AND TRAPS BY TAKING SIMPLE, PROVEN STEPS TO SECURE A BETTER FUTURE FOR YOUR SPECIAL NEEDS CHILD WHAT YOU’LL LEARN-- * Common pitfalls, misconceptions and folk remedies that can jeopardize your child’s future. * Determining proper special needs life and estate planning goals. * The difference between Special Needs provisions in a Revocable Living Trust and a stand-alone Special Needs Trust. * The single best way to provide financial support for your special needs child without jeopardizing benefits or estate taxes. ...and much, much more explained in Plain English

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About the Author:

Jeffrey G. Marsocci was born in Fort Worth, Texas, and raised in Lincoln, Rhode Island, where he graduated from Mount Saint Charles Academy High School. He received his Bachelor’s degree in Business from Hofstra University, and two years later earned his law degree from the same university. In 2004, he received a Certificate Degree in Non-Profit Management from Duke University, and has earned his Legal Master of Estate Preservation designation from the Abts Institute for Estate Preservation. Jeff also served as a member of the Legal Council for The Estate Planning Source, LLC, a nationally recognized estate preservation company formed by the prot�g�s of the late Henry W. Abts III, trust guru and author of The Living Trust. Mr. Marsocci has led his own firm in Raleigh, North Carolina, since 1996, focusing on the areas of Trusts and Estate Planning with a concentration on helping his clients plan ahead to avoid problems rather than clean them up afterwards. He also frequently participates in national and regional programs to educate attorneys, financial advisors and accountants on estate planning issues. Jeff and his wife Kathleen work with the college-based service organization Circle K at North Carolina State University. Jeff and Kathy also each received the President’s Call to Service Award for performing more than 4,000 hours of service during their lifetimes.

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