Special Needs Trust Services For Ssi

State:
Multi-State
Control #:
US-00646
Format:
Word; 
Rich Text
Instant download

Description

The Family Special-Needs Trust is an irrevocable trust designed to provide supplemental financial support for individuals with disabilities, particularly those receiving Supplemental Security Income (SSI). This trust enables the Grantor to transfer assets, which are managed by a Trustee for the benefit of a designated Beneficiary, ensuring that these resources do not interfere with government benefits. Key features include strict provisions to prevent the trust assets from being considered when assessing the Beneficiary's eligibility for public assistance programs. The Trustee holds discretionary power to allocate funds for the Beneficiary's special needs, like medical expenses, educational programs, and recreational activities, while explicitly excluding food, clothing, and shelter. For legal professionals, such as attorneys and paralegals, this form allows them to create tailored solutions that protect the financial interests of their clients while ensuring compliance with SSI regulations. Filling out the trust involves detailed asset descriptions and may require future modifications based on changes in the Beneficiary's needs or public assistance laws. It serves as a vital tool in estate planning, ensuring that individuals with special needs receive necessary support without jeopardizing their eligibility for essential government services.
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  • Preview Trust Agreement - Family Special Needs
  • Preview Trust Agreement - Family Special Needs
  • Preview Trust Agreement - Family Special Needs
  • Preview Trust Agreement - Family Special Needs
  • Preview Trust Agreement - Family Special Needs
  • Preview Trust Agreement - Family Special Needs
  • Preview Trust Agreement - Family Special Needs
  • Preview Trust Agreement - Family Special Needs
  • Preview Trust Agreement - Family Special Needs

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You can find information on any corporation or business entity in Tennessee or another state by performing a search on the Secretary of State website of the state or territory where that corporation is registered.

Search for a business by business name or Secretary of State control number in order to file annual reports and other amendments or to view the business detail. Request, pay for, receive, and/or verify a Certificate of Existence online.

Tennessee Secretary of State's free business information search engine allows you to find information about a particular business using its Secretary of State Control Number as a keyword. This tool also allows you to find the Secretary of State Control Number of a particular business by using its name as a keyword.

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Special Needs Trust Services For Ssi