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.
主要功能
01Provides built-in In-Kind Support and Maintenance (ISM) avoidance rules and distribution analysis
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03Coordinates trustee powers with ABLE accounts and discretionary distribution standards
04Drafts irrevocable third-party supplemental needs trusts with zero Medicaid payback provisions
05Generates complete execution compliance checklists tailored to state-specific formalities
06Supports customizable grantor, non-grantor, Crummey power, and lifetime exemption tax postures
使用场景
01Guiding trustees on permissible distributions and coordinating trust disbursements with ABLE accounts
02Drafting estate planning trusts funded by parents or grandparents for a disabled family member
03Structuring trust agreements that preserve SSI and Medicaid eligibility through supplemental-only standards