Special Needs Trusts by Timothy Davenport: Forms and Practice Materials

Court Ordered guardianship proceedings. Form to petition the Court to create the trust.

14 Fla. Prac., Elder Law § 11:18 (2013-2014 ed.)
West’s Florida Practice Series TM
Elder Law
Database updated December 2013
Jerome Ira Solkoff, Esq.a0, Scott M. Solkoff, Esq.a1
Chapter 11. Special Needs Planning for P

There are three different types of special needs trusts. Specifically, the three types of special needs trust are: 1) first party or self-funded trust; 2) third party trust; or 3) pooled trust. Each type of trust has its own requirements,

The trust must provide that, upon death of the disabled beneficiary, reimbursement be made to the state for Medicaid benefits previously expended. If, however, the sole funding of the trust was from third party ,no provision need be made for reimbursement