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Supplemental Needs Trusts

May 20, 2008

Timing of Trust Creation and Funding

When to create SNT?

As soon as present or future need is anticipated

When to fund SNT?

15.1 – usually at death of parent, grandparent, or other family member or close friend

d-4-A –

Prior to disabled person’s application for SSI or Medicaid if disabled person has over $2,000 of assets without spend down opportunities

Thereafter if disabled person receives assets

How much to fund SNT???

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