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Supplemental Needs Trusts

May 20, 2008

Avoid distributions for food or shelter until all benefits are exhausted (will reduce SSI)

Name trustees and successor trustees

Remainder beneficiaries at death (after Medicaid reimbursement for d-4-A trust)

Parents can be trustees and remainder beneficiaries if they have no estate tax exposure and if they are not trying to qualify for public benefits themselves

Primary Terms of Supplemental Needs Trust (cont’d)

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