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ABLE Accounts & Special Needs Trusts

Are you risking your client’s government benefits?

Trust Setup Flow

Payment of Food & Shelter

3-4-3 Packet

Purchase of Primary Residence

Mileage Log

Change of Beneficiary Advocate and Successor Advocate Form

Pre-Paid Funeral/Cremation Verification

Purchase of a Vehicle Form

Distinguishing the Different Medicaid Programs

Basics of a SNT

Case Scenarios

Why Use a Settlement Management Trust?

Decision Matrix & Comparison

Pooled Special Needs Trust (PSNT)

Why Use a California Minor’s Settlement Trust?

Probate Court

No Court

Civil Superior / Workers Compensation Case

Allowable Distributions

Civil or Superior Case that Lacks Capacity

QR PDF Guide & add on Website: New Intake Form