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SPECIAL NEEDS TRUST PLANNING QUESTIONNAIRE Howard S. BerkExecutive Director, Illinois Disability Association CIBC Bank USA 120 S. Basally Street, Suite 730 Chicago, IL 60603 3123324622 Fax 3123324623

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How to fill out special needs trusts

01

Gather all necessary information about the beneficiary's special needs and financial situation.

02

Choose the appropriate type of special needs trust based on the beneficiary's needs and circumstances.

03

Select a trustee who is knowledgeable about trust administration and can act in the best interests of the beneficiary.

04

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

05

Fund the trust with assets that will benefit the beneficiary without disqualifying them from government benefits.

06

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

Who needs special needs trusts?

01

Individuals with disabilities who receive government benefits such as Supplemental Security Income (SSI) or Medicaid.

02

Parents or family members of individuals with disabilities who want to provide for their loved one's long-term care and support.

03

Anyone looking to protect assets for a person with special needs while still allowing them to qualify for government benefits.

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What is special needs trusts?

Special needs trusts are legal arrangements designed to provide financial support for individuals with disabilities without jeopardizing their eligibility for government benefits such as Medicaid and Social Security.

Who is required to file special needs trusts?

Special needs trusts must typically be set up by a parent, guardian, or other responsible party on behalf of an individual with disabilities.

How to fill out special needs trusts?

Filling out special needs trusts involves providing detailed information about the trust's purpose, the beneficiary's needs, and the assets held in the trust, often requiring legal assistance to ensure compliance with relevant laws.

What is the purpose of special needs trusts?

The purpose of special needs trusts is to ensure that individuals with disabilities have access to funds for supplemental expenses while maintaining their eligibility for critical public assistance programs.

What information must be reported on special needs trusts?

Information that must be reported on special needs trusts typically includes the beneficiary's personal details, the trustee's information, descriptions of assets within the trust, and the trust's expected expenditures.

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