Third-Party SNT Drafter
Drafts irrevocable third-party Special Needs Trusts that safeguard government benefits like SSI and Medicaid without triggering payback obligations.
The Third-Party SNT skill guides estate planning professionals and legal drafters in structuring robust, irrevocable third-party Special Needs Trusts (SNTs) funded by family members or non-beneficiary parties. It ensures strict compliance with public benefit eligibility rules by embedding supplemental-only distribution standards, mandatory spendthrift clauses, in-kind support and maintenance (ISM) avoidance guidance, and ABLE account coordination. Useful whenever drafting estate plans for families supporting individuals with disabilities, this skill delivers jurisdiction-aware draft agreements, execution checklists, and trustee compliance guidelines while avoiding costly benefit disqualifications.