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Vista PointsThirdParty Supplemental Needs Trust(Please complete this form and submit to Vista Points, Inc.)DATE:Representative (attorney):Representative address:Representative city, state, zip code:Representative
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A supplemental needs trust is a legal document that allows funds to be set aside for the care and benefit of an individual with disabilities without affecting their eligibility for government benefits.
The individual or their legal guardian is typically responsible for establishing and filing the supplemental needs trust.
The forms can usually be filled out with the assistance of an attorney or legal professional who specializes in estate planning.
The purpose of the supplemental needs trust is to ensure that individuals with disabilities can have additional financial support while still maintaining eligibility for government benefits.
The trust document typically includes information about the beneficiary, the trustee, the assets within the trust, and instructions for distributing funds.
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