Delaware Special Needs Trust Template
Fill-in-the-Blank · State-Specific · Instant Download
What's Included
Attorney-style Delaware Special Needs Trust (SNT) template. Maintains SSI and Delaware Medicaid eligibility for a disabled beneficiary while providing supplemental quality-of-life funds. Drafted under Del. Code Ann. tit. 12, §§ 3501 et seq. (Delaware Trust Act) and federal 42 U.S.C. § 1396p(d)(4)(A). Delaware is a premier trust jurisdiction — template leverages Del. Code tit. 12 § 3313 (spendthrift), § 3325 (trustee powers), and § 3536 (self-settled trust provisions). Covers third-party and self-settled SNT structures, Delaware trustee powers, supplemental-needs distribution standard, payback clause, DHSS estate recovery coordination, and successor trustee designation. Instant .docx download.
Who This Is For
- Residents with straightforward estates
- Individuals who want a solid will without attorney fees
- Married couples (each spouse needs their own)
- Anyone ready to get their affairs in order
NOT Appropriate For
- Business owners with complex ownership interests
- Blended families with competing inheritance claims
- Property owners in multiple states
- Taxable estates (over federal exemption)
Legal Disclaimer
This template is for informational purposes only and does not constitute legal advice. No attorney-client relationship is formed by purchase. Consult a licensed Delaware attorney for advice specific to your situation.
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