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CONFIDENTIAL SUPPLEMENTAL NEEDS TRUST PLANNING QUESTIONNAIREDATE COMPLETED: Name of person completing form: Are you a current client? Lenoir you are completing this form for someone other than yourself

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How to fill out confidential supplemental needs trust

01

Obtain the appropriate forms for setting up a confidential supplemental needs trust.

02

Provide all required information including the name of the trust, the beneficiary, and the trustee.

03

Designate the specific assets and funds that will be placed in the trust.

04

Specify the terms and conditions for the distribution of funds from the trust.

05

Review the completed form for accuracy and completeness before submitting it.

Who needs confidential supplemental needs trust?

01

Individuals with disabilities who receive government benefits and want to ensure that their needs are met beyond what these benefits provide.

02

Parents or caregivers of individuals with special needs who want to set aside funds for their care and wellbeing in the future.

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What is confidential supplemental needs trust?

Confidential supplemental needs trust is a type of trust that is set up to provide for the supplemental needs of individuals with disabilities without affecting their eligibility for government benefits.

Who is required to file confidential supplemental needs trust?

Typically, a legal guardian or trustee is required to file a confidential supplemental needs trust on behalf of the individual with disabilities.

How to fill out confidential supplemental needs trust?

To fill out a confidential supplemental needs trust, you would need to gather all relevant information about the individual with disabilities, document their needs and preferences, and work with a legal professional to create a comprehensive trust document.

What is the purpose of confidential supplemental needs trust?

The purpose of a confidential supplemental needs trust is to ensure that individuals with disabilities have their supplemental needs met while still maintaining eligibility for government benefits, such as Medicaid and Supplemental Security Income (SSI).

What information must be reported on confidential supplemental needs trust?

Information that must be reported on a confidential supplemental needs trust includes details about the individual with disabilities, their specific needs, the assets held in the trust, and the designated trustees or guardians.

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