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DRAFTING SUPPLEMENTAL AND SPECIAL NEEDS TRUSTSbyJOAN LENS KY ROBERT, Esq. Massif, Robert & Lerner, LLP Rockville Centre119120KASSOFF, ROBERT & LERNER, LLP. ATTORNEYS AT LAW100 Merrick Road West Building

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How to fill out special needs trust

01

Determine the type of special needs trust needed based on the beneficiary's situation (first-party or third-party trust)

02

Obtain and complete the necessary legal documents for creating the trust, which may include a trust agreement and trustee designation

03

Identify and designate a trustee who will manage the trust assets and make distributions on behalf of the beneficiary

04

Fund the trust with assets that will provide for the beneficiary's needs without disqualifying them from government benefits

05

Regularly review and update the trust as needed to ensure it continues to meet the beneficiary's needs

Who needs special needs trust?

01

Individuals with disabilities or special needs who may require financial assistance or support over the long term

02

Parents or guardians of individuals with disabilities who want to provide for their loved one's care and wellbeing after they are no longer able to do so

03

Families who want to ensure that their assets are used to benefit a family member with special needs 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 disabled individual to receive financial support without affecting their eligibility for government benefits.

Who is required to file special needs trust?

The trustee of the special needs trust is required to file the trust documents with the appropriate authorities.

How to fill out special needs trust?

Special needs trust can be filled out by ensuring all necessary legal documents are prepared and signed by the relevant parties.

What is the purpose of special needs trust?

The purpose of a special needs trust is to provide financial support for a disabled individual while preserving their eligibility for government benefits.

What information must be reported on special needs trust?

Information such as the trust's beneficiary, trustee, assets, and disbursements must be reported on a special needs trust.

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