U.S. Virgin Islands Special Needs Trust Template
Fill-in-the-Blank · State-Specific · Instant Download
What's Included
Attorney-style U.S. Virgin Islands Special Needs Trust (SNT) template. Preserves government benefit eligibility (SSI, U.S. Virgin Islands Medicaid) for a beneficiary with disabilities while holding supplemental assets. Drafted under 15 V.I.C. §§ 881 et seq. (VI Trust Law); federal 42 U.S.C. § 1396p(d)(4)(A) and federal 42 U.S.C. § 1396p(d)(4)(A). Includes third-party SNT and self-settled (d)(4)(A) trust variants, U.S. Virgin Islands trustee powers, supplemental-needs spending guidelines, mandatory Medicaid payback provision for self-settled trusts, successor trustee designation, and U.S. Virgin Islands notarization block. 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 U.S. Virgin Islands attorney for advice specific to your situation.
No subscription · Instant download