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Advocate's Outline on Supplemental Needs Trusts
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)