Books:
ARC of Oregon. Estate
planning for people with developmental disabilities. Salem, Oregon : ARC of Oregon,
1998.
Berkobien, Richard. A
Family handbook on future planning.
Arlington, TX : Association for Retarded Citizens of the
United States, 1991.
Etmanski, Al. A Good
life: for you and your relative with
a disability. Grapevine, TX : Beach Center Publications,
200?
Frank, Jason A. Planning
for persons with disabilities 1996.
Baltimore, MD : MICPEL, 1996.
Frolik, Lawrence A. and Melissa
C. Brown. Advising the Elderly Or Disabled
Client : Legal, Health Care, Financial and Estate
Planning. Warren Gorham & Lamont, December 1992.
Future planning on behalf of people with developmental disabilities
:
a guide for estate planners. Salem, Or. : Association for
Retarded Citizens of Oregon, 1990.
Gonzales, Louis Michaus. Planning
for persons with disabilities 1993. Baltimore, MD : MICPEL, 1993.
Harp, Chadwick Allen. Estate
Planning for Individuals With Disabilities. Xlibris Corporation, August 2002.
Hartley, Susan C. and John T. Stewart. The
professional's guide to estate planning for families of
individuals with
disabilities. Raleigh, NC : Life Plan Trust, Inc., 1998.
Hunter, Robert S. Hunter's
handbook for guardians of disabled persons. [Quincy, Ill.] : Justice Publications, 1994. (Addresses
the developmentally disabled.)
Planning for the future,
living in the present : a guide for those assisting the
adult
with developmental disabilities.
Columbus, Ohio : Advocacy & Protective Services, Inc.,
1991.
Ruth-Heffelbower, Duane. What
happens after we're gone? : estate and life planning for families in which a dependent
member has a disability or mental illness : written from
a Christian perspective. Goshen, IN : Published by Mennonite
Mutual Aid, 1996.
Varnet, Theresa M. and Richard C.
Spain. “Home Control
through trust and estate planning.” Chicago, IL : Spain,
Spain & Varnet, June 1995. (Addresses the developmentally
disabled.)
Journal Articles:
Freedman, R.I.,
M.W. Krauss, & M.M.
Seltzer. “Aging parents' residential plans for adult
children with mental retardation.” Mental
Retardation,
v. 35(2), 1997, p. 114-123.
Gilbert, Jill S. “Using trusts in planning for disabled
beneficiaries.” Wisconsin lawyer : official publication
of the State Bar of Wisconsin, v. 70(2), February 1, 1997,
p. 14. (Appears to include the developmentally disabled.)
Haines, S. G., and J.J. Campbell. “Issues for the
elderly and disabled client – Part II: estate and
health care planning” Colorado
lawyer, v. 30, Part
3, 2001, p. 5.
Harp, Chadwick Allen. “Estate planning for the disabled
beneficiary.” Probate and property : the magazine
of the Real Property, Probate and Trust Law Section of
the American Bar Association, v.11(2), March 1, 1997, p.
14.
Hochberg, R. Mark. “Providing for disabled children.
Supplemental needs trust.” Financial
World, v. 164,
Nov. 21, 1995, p. 94.
Kaplan, James E…[et al.] “Legal rights and
hurdles.” Children with autism : a parents’ guide.
2nd ed., 2000, p 213-254.
Lamson, Carole. “Supplemental needs trusts offer
planning options for the disabled.” The
CPA Journal v. 68(8), Aug. 1998, p. 64-5.
McClelland, Susan. “Planning for
life after death. Planned Lifetime Advocacy Network helps Canadian parents
of disabled prepare for their children's futures.” Maclean's,
v. 114 (10), Mar. 5, 2001, p. 52-3.
“New Fiduciary Decisions. Spouse's Right to Inherit/Trust
for Disabled Individual Joint Will/Rule of Repugnancy/Preemptive
Rights/Admissibility of Extrinsic Evidence/Stock Split/Duplicate
Original Wills.” Estate planning. v. 21 (1), January
1994, p. 58.
Perlstein, Abraham J. “Comprehensive future care
planning for disabled beneficiaries: good planning assures
that a disabled person will be cared for after his or her
parents are no longer able to do so.” Estate
planning,
v.27(8), Oct. 1, 2000, p. 358.
Pozzuolo, Joseph R. and Audrey
Mittleman. “Special
Needs Trust: An Estate Planning Tool for the Disabled.
A special needs trust may be the answer for estate planners
who want to establish trusts for disabled beneficiaries
without jeopardizing the beneficiary's receipt of medical
assistance benefits.” Journal
of the American Society of CLU & ChFC, v. 49 ( 5), September 1995, p. 64.
Rediess- Hoosein, Brenda J. “Disabled Beneficiaries
Present Unique Estate Planning Problems.” Taxation
for accountants. v. 54 (1), January 1995, p. 35.
Sullivan, Steven F. “An
Estate of the Heart: Planning for Families With Disabled
Children.
Parents of children with disabilities are not typical
clients, nor do they have typical estate planning needs.
Typical
agents who seek to help them are in for an education.” Life
association news. v.89 (7), July 1994, p. 82.
Varnet, Theresa M. “Estate planning for families
with small estates.” The Exceptional Parent,
v. 28, Feb. 1998, p. 60. (Addresses the handicapped child.)
Articles on the Web:
Advocacy, Inc. “Estate planning
guidelines for parents of a family member with a disability.” URL:
http://www.advocacyinc.org/CS4.htm
The ARC of the United States. “Pooled
trust programs for people with disabilities: a guide for
families.” 2001. Can be downloaded at no charge from:
http://www.uic.edu/orgs/rrtcamr/300005_PooledtrustPrograms.pdf.
Autism-PDD Resources Network. “Estate planning.” URL:
http://www.autism-pdd.net/estate.html
The Lucas County Board of Mental Retardation
and Developmental Disabilities “Disability and Estate
planning.”
URL:http://www.lucasmrdd.com/estate.html#anchor68965
Fee, Richard W. “The Special need
trust.” National Institute on Life Planning for Persons
with Disabilities. URL:http://www.kidsource.com/kidsource/content4/estate.dis.all.3.3.html
Lochray, Paul. “Estate planning for the developmentally
disabled.” Journal of financial planning, Winter,
article 6, 1984.
URL: http://www.fpanet.org/journal/articles/1984_Issues/jfpwi84-art6.cfm
Planning for your child or other
dependent with special needs URL: http://www.pueblo.gsa.gov/cic_text/family/special-child/special1.html
Web Sites:
Estate Planning Links Website. (Links
for estate planning in general.) URL: http://www.estateplanninglinks.com/
The DRM WebWatcher : Estate Planning. URL: http://www.disabilityresources.org/ESTATE.html
Lists seven links regarding estate planning and persons
with disabilities.
Estate planning / business planning / improve the odds.
An online bibliography which includes resources for the
disabled person. URL: http://www.tjkiv.com/biblio.html
“Future Planning Resources.” The
ARC. URL: http://thearc.org/misc
/futplan.html
“A Guide to putting together a special needs plan.” I
Can.com. URL: http://www.ican.com/channels/money/manage_finances/estate_
planning.cfm
Hinkle, Herbert D. “The Law and Disability.” Law
offices of Herbert D. Hinkle, Esq.
URL: http://www.hinkle1.com/html/article_lst.html (Various
articles which include the developmentally disabled.)
Planned Lifetime Advocacy Network. URL:
http://www.plan.ca
“Planning for your special needs
child.” Metlife. URL: http://www.metlife.com/Applications/Corporate/WPS/CDA/PageGenerator
/0,1674,P1265,00.html
Robert Clofine’s Elder Law
and estate Planning Page. URL:
http://www.estateattorney.com/
