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Trust Beneficiary Name:Trust ID:Government Benefits:Phone Number:Advocate Name (if applicable):Email:Address: DISBURSEMENTS MUST BE PAYABLE TO A THIRD PARTY AND FOR THE BENEFIT OF THE BENEFICIARY.PAYEE

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How to fill out special needs trust

01

Determine the beneficiary's needs and goals.

02

Select a trustee who will manage the trust for the beneficiary.

03

Draft the trust document with the help of an attorney experienced in special needs planning.

04

Fund the trust with assets that will provide for the beneficiary's needs.

05

Ensure that the trust is regularly reviewed and updated as needed.

Who needs special needs trust?

01

Individuals with disabilities who require long-term support and care.

02

Parents of children with disabilities who want to ensure their needs are met after they are gone.

03

Anyone looking to provide for a loved one with a disability without jeopardizing their eligibility for government benefits.

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What is special needs trust?

Special needs trust is a legal arrangement that allows a person with disabilities to have funds set aside for their needs without affecting their eligibility for government benefits.

Who is required to file special needs trust?

The trustee or legal guardian of the person with disabilities is required to file for special needs trust.

How to fill out special needs trust?

Special needs trust can be filled out by consulting with an attorney specializing in disability law and following all necessary legal procedures.

What is the purpose of special needs trust?

The purpose of special needs trust is to provide financial support for a person with disabilities while ensuring their eligibility for government benefits.

What information must be reported on special needs trust?

Information such as the name of the beneficiary, the assets held in the trust, and the purpose of the trust must be reported on special needs trust.

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