TRUSTS

Special Needs Trusts

Public Benefits Issues in Trust Management

Typical Trust Provisions

Statutory Basis for Special Needs Trusts 42 USC 1396p (d)(4)(A) This is the federal statute that sets the requirements for Special Needs Trusts.t  

Sample Letter to State Agency This is the form of a letter that can be sent by a trustee to an agency trying to decide whether a trust is a resource for eligibility pruposes.

Questions to Ask Potential Trustee

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