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A Third-Party Supplemental Needs Trust (SNT) can be used when one has extra assets to put aside for a beneficiary's care. It allows the funds to be used for the beneficiary's care without jeopardizing the beneficiary's eligibility for government assistance, such as Medicaid or needs-based social security benefits.
The SNT can also contain many other advantageous provisions, such as those specifying what type of care is needed for the beneficiary, what types of living situations are acceptable, and provisions that afford tax advantages. Because the beneficiary's own assets are not funded into the trust, the Grantor can also specify what happens to the trust assets after the death of the beneficiary, to provide for others with any unused trust funds. 


↓ Annotated Document Preview ↓

One of the features of ElderDocx is the ability to draft an annotated document. What is this? If you prepare an annotated document, it will contain legal-technical footnotes explaining various trust provisions. This will help you better understand why a provision is included or what exactly it means.

Download an annotated Third-Party Supplemental Needs Trust preview now!