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SUPPLEMENTAL NEEDS TRUST AND SPECIAL NEEDS TRUST:
TRUSTEE GUIDELINES
Copyright 2016
Thiel, Anderson and UCLA, P.L.L.P.
7300 Metro Blvd. #630, Edina, MN 55439 tel. 952.920.8444The purpose of this memorandum
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What is supplemental needs trust and?
Supplemental needs trust is a legal arrangement that allows a disabled individual to receive financial assistance without impacting their eligibility for government benefits.
Who is required to file supplemental needs trust and?
The guardian or caretaker of the disabled individual is typically required to file a supplemental needs trust.
How to fill out supplemental needs trust and?
To fill out a supplemental needs trust, one must provide detailed information about the disabled individual's needs, assets, and financial situation.
What is the purpose of supplemental needs trust and?
The purpose of a supplemental needs trust is to provide financial support to a disabled individual without jeopardizing their eligibility for government benefits.
What information must be reported on supplemental needs trust and?
Information such as the disabled individual's medical condition, expenses, income, and assets must be reported on a supplemental needs trust.
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