WORKING DRAFT · The Special Needs Family Edition (Vol V) · built from the real volume + workbook · Regular price $29 · launch price $23.20 (20% off at launch)
Digital Reference Library · Informational & Educational Only
TROVELL
Library Special Needs
Volume V · Special Needs

The Special Needs Family Edition

For families supporting a loved one with a disability.

A verified, plain-language reference to the federal benefits, protections, and planning tools that support a person with a disability — how each one works, the deadlines that matter, and where to confirm every rule. Built for parents, caregivers, and guardians.

94Pages
17Workbook pp
12Topics
10Workbook tabs
Digital Reference Volume · Volume V
$29$23.2020% off · launch
Instant digital download · read on phone, tablet, or computer.
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  • The 94-page reference volume (PDF)
  • The companion workbook — 10 tracking tabs
  • Trackers for ABLE, SSI, IDEA, and the disability tax credit
  • One year of updates included
  • Guest checkout — no account required
Instant delivery · download on purchase
Sources verified · SSA, Medicaid, IRS, ED
One year of updates included
Non-refundable · digital, final on download
What this volume is

One family, every federal lever.

Supporting a loved one with a disability means keeping track of programs that each have their own rules, income limits, and paperwork — and where one wrong step can cost a benefit. This volume gathers the federal tools in one place, in plain language: what each one is, how it works, the trap that commonly costs families, and where to verify the current rule. Like every TROVELL volume, it is a reference, not advice — it never tells you what to do, and it points you to the official source and to a licensed professional for your own situation.

Inside this volume

The topics it covers

Twelve federal benefits, protections, and planning tools — each explained in plain language with its official source.

IRC §529A
ABLE Accounts
Tax-advantaged savings a disabled person can build without losing means-tested benefits — up to the $100,000 SSI exemption.
Supplemental Security Income
SSI Eligibility
The Federal Benefit Rate, the strict asset caps, and which items count and which are exempt.
Social Security Disability Insurance
SSDI
Disability income based on a work record, and how it differs from SSI.
Home & Community-Based Services
Medicaid & HCBS Waivers
The Katie Beckett pathway, the Medicaid Buy-In, and EPSDT for individuals under 21.
Special education rights
IDEA
The IEP, the Section 504 plan, Part B and Part C services, and transition planning at 16.
IRC 22, Schedule R
Disability Tax Credit
How the federal credit for the disabled is figured, and where it phases out by income.
Planning ahead
Special Needs Trust
How the trust preserves benefits while providing for the future.
Work & training supports
Vocational Rehabilitation
Federal and state programs supporting employment and independence.
Americans with Disabilities Act
ADA
The core federal protections against disability discrimination.
Fair Housing Act
Housing Protections
Reasonable-accommodation rights and the Housing Choice Voucher.
Disabled beneficiaries
SECURE Act
How the law treats a disabled beneficiary differently for inherited retirement accounts.
Decision-making
Guardianship & Alternatives
Guardianship, conservatorship, and supported-decision-making, compared.

Companion Workbook

10 tracking tabs · 17 pages

Enter the beneficiary's details once on the Profile tab; the trackers, calendar, and quick-reference all update from it.

01 Welcome02 README03 Profile04 ABLE Account Tracker05 SSI Threshold Monitor06 IDEA Service Tracker07 Disability Tax Credit08 Quick Reference09 Annual Calendar10 Resource Map

Read a real page

Sample · ABLE Account Tracker

Tracks the 2026 ABLE contribution limit ($19,000 base, plus a working-beneficiary bonus up to the federal poverty level), your balance against the $100,000 SSI exemption cap, and a five-year projection — so the account grows without tripping the $2,000 SSI asset limit.

26 U.S.C. §529A · verify at ssa.gov and ablenrc.org. Educational illustration; not tax advice.

Verify it yourself

Every rule links to its source

SSA.govMedicaid.govIRS.gov ED.gov (IDEA)ablenrc.orgADA.govHUD.gov

Federal amounts and rules change every year. Every figure in the volume and workbook is documented to its agency source and verified as of 2026.

Before you buy

Good to know

Is this legal, tax, or benefits advice?
No. It is a digital reference for general educational and informational purposes only. TROVELL is not a law firm, benefits counselor, or special-education advocate. It describes how programs generally work and points you to official sources and licensed professionals.
Does it tell me what to do?
No. It documents the mechanisms and where to verify them. It does not instruct you on a course of action for your family.
What's your refund policy?
Digital volumes are non-refundable. The file is delivered instantly and downloaded on purchase, so all sales are final.
How long do I get updates?
One year of free updates begins on the purchase date.

The Special Needs Family Edition

Every federal benefit, protection, and planning tool for a family supporting a loved one with a disability — in one plain-language reference.

$29$23.2020% off · launch
Not Yet for Sale

One year of free updates included with purchase.