Universal Special Needs Trust Template
Fill-in-the-Blank · State-Specific · Instant Download
What's Included
Comprehensive Universal Third-Party Special Needs Trust (SNT) template valid in all 50 states. Drafted to comply with 42 U.S.C. § 1396p(d)(4)(A) and the Special Needs Trust Fairness Act (2016). Preserves beneficiary eligibility for SSI and Medicaid while providing supplemental support. Includes grantor and beneficiary designations, trustee and successor trustee provisions, supplemental and extra care standard for distributions, prohibited distribution guidelines to protect public benefit eligibility, trustee powers and investment authority, termination on recovery or death, Medicaid payback clause (d)(4)(A) version only), and full notary execution block. NOTE: Third-party SNTs do not require Medicaid payback; confirm beneficiary's state Medicaid office requirements. 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 Universal attorney for advice specific to your situation.
No subscription · Instant download