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Advocate's Outline on Supplemental Needs Trusts

Views: 17023
Posted: 01 Aug, 2008
by David Silva (New York Legal Assistance Group)
Updated: 14 Mar, 2016
by Valerie Bogart (New York Legal Assistance Group)

This in-depth training outline (updated March 2016) covers how Supplemental Needs Trusts work (both individual and pooled), Appendix includes info on how  they affect eligibility for many different public benefits.  

Note that new State forms were released in October 2012 for proving disability, as needed for approval of a Supplemental Needs Trust.  See this article for links to the new forms.  

Also note that NYSARC revised its joinder agreement and certain procedures in June 2012.  Links to these revised forms are in this article under Step Two.

Watch this taped seminar by David Silva, Asst. Director of the Evelyn Frank Legal Resources Program, explaining pooled trusts.  (July 16, 2013 - procedures have not changed in any substantial way as of 3/2015)

Also read
document How to use a pooled SNT to eliminate the Medicaid spend-down.
document Step-by-step guide to enrolling in a pooled income trust for Medicaid spend-down
document Keeping Medicaid after Cash Public Assistance or SSI Benefits Are Terminated
document Legal Authorities Relating to Supplemental Needs Trusts
document Medicaid Disability Determinations - NYS Forms & Procedures (with updated forms July 2012)

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Step-by-step guide to enrolling in a pooled income trust for...     List of Pooled SNTs in New York State

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