Planning for a loved one with disabilities requires thoughtful legal arrangements that protect benefits and long-term care. At the Law Offices of Robert P. Bergman in Dublin, California, our team helps families evaluate trust options, prepare necessary documents such as a Special Needs Trust and related estate planning instruments, and coordinate with financial and care providers. This page explains what a Special Needs Trust accomplishes, how it interacts with public benefits, and why a tailored approach matters when preserving eligibility for programs like Supplemental Security Income or Medi-Cal while providing supplemental support.
This guide covers practical steps for creating and funding a Special Needs Trust, important vocabulary to understand, comparisons between limited and comprehensive planning, and the process our firm follows when assisting clients in Alameda County. Whether you are planning for a minor receiving future settlements or an adult who depends on public benefits, you will find clear explanations of trust types, trustee duties, and options for maintaining benefit eligibility while improving quality of life. Contact information and next steps for families in Dublin are also provided to help you move forward with confidence.
A Special Needs Trust offers a legal method to hold assets for the benefit of a person with disabilities without disqualifying them from means-tested public benefits. It can pay for goods and services that enhance quality of life while preserving eligibility for government programs. The trust structure also allows a grantor to direct how funds are spent, name a trusted trustee, and provide protection from creditors. For families in Dublin and throughout California, these benefits support long-term planning, reduce uncertainty, and provide a reliable way to manage resources for a loved one with ongoing care needs.
The Law Offices of Robert P. Bergman serves families across Alameda County with estate planning focused on practical results and personalized service. Our attorneys work closely with clients to draft trusts, wills, powers of attorney, and other documents tailored to the needs of individuals with disabilities. We emphasize clear communication, careful drafting to comply with California law, and coordination with financial advisors and care teams. Clients in Dublin receive consistent attention, timely updates, and guidance through each step of trust creation and funding to ensure plans work as intended when they are needed most.
A Special Needs Trust is designed to hold assets for a person with disabilities without adversely affecting eligibility for public benefits such as Supplemental Security Income or Medi-Cal. The trust supplements, rather than replaces, benefits by paying for items and services not covered by public programs. Proper drafting addresses distribution standards, trustee powers, successor trustee designations, and how funds may be used to support the beneficiary’s quality of life. Funding strategies and coordination with existing estate planning documents are also critical to ensure the trust functions as intended over the long term.
When creating a Special Needs Trust, it is important to consider whether the trust will be established during the grantor’s lifetime or through a will or other instrument at death. Each funding method has different practical and tax implications. Trustees must follow clear rules to avoid direct distributions that could be counted as income for benefit eligibility. In many cases a trust is paired with complementary documents such as a pour-over will, power of attorney, and healthcare directive to provide a full framework for managing finances and care decisions on behalf of the beneficiary.
A Special Needs Trust is a legal arrangement that holds and manages assets for a person with disabilities while preserving eligibility for means-tested public benefits. The trust provides for supplemental needs—things that improve comfort, education, mobility, and quality of life—without substituting for government benefits. A trustee administers distributions according to the trust terms and in consideration of the beneficiary’s benefit eligibility. Clear provisions for distributions, trustee duties, and successor naming are essential to maintain the trust’s protective purpose under California and federal rules.
Essential elements of a Special Needs Trust include a clear purpose statement, detailed distribution standards, trustee powers and limitations, funding instructions, and successor trustee provisions. The process typically starts with an evaluation of the beneficiary’s benefits and current and future needs, followed by drafting documents to reflect those needs, and then funding the trust through transfers, beneficiary designations, or provisions in a will. Regular reviews and updates are important to address changes in circumstances, benefits rules, and family dynamics so the trust continues to serve its intended role effectively.
Understanding commonly used terms helps families navigate planning choices. Below are clear definitions of terms you will encounter when discussing Special Needs Trusts with your attorney, trustee, or financial advisor. Familiarity with these terms makes it easier to make informed decisions, follow funding steps, and understand how distributions interact with public benefits. This glossary focuses on terms most relevant to Dublin residents and California law, emphasizing practical meaning and everyday application rather than technical jargon.
Supplemental needs refer to goods and services that improve the beneficiary’s quality of life beyond basic necessities covered by public benefits. Examples include adaptive equipment, transportation, therapy not covered by insurance, social and recreational activities, and certain educational supports. A Special Needs Trust may pay for these supplemental items to enhance daily living and independence. Distributions must be managed to avoid counting as income or resources in a way that would reduce or eliminate eligibility for programs such as SSI or Medi-Cal.
Trustee responsibilities encompass administering the trust in accordance with its terms and applicable law, making distributions for permitted supplemental needs, maintaining accurate records, managing investments prudently, and communicating with beneficiaries and family members. A trustee must also be mindful of how distributions may affect public benefits and coordinate with benefit rules. Selecting a trustee who will balance compassion, fiscal responsibility, and regulatory compliance ensures the trust provides ongoing support while maintaining eligibility for government programs.
A payback provision requires that, upon the beneficiary’s death, remaining trust assets first be used to reimburse the state for Medi-Cal benefits provided to the beneficiary, if applicable, before other distributions to remainder beneficiaries. This requirement commonly applies to certain types of Special Needs Trusts funded with assets that originated from the beneficiary. Proper drafting can clarify the order of distributions and any exceptions where reimbursement may not be required. Understanding payback rules helps families plan for legacy goals while complying with state reimbursement requirements.
A third-party Special Needs Trust is funded with assets belonging to someone other than the beneficiary, such as parent-funded trusts, and typically avoids payback obligations. A first-party Special Needs Trust is funded with assets of the beneficiary, often created after settlement proceeds or inheritance; this type may carry payback provisions and specific formal requirements under federal and state law. Choosing between these structures depends on available assets, the source of funds, and long-term planning goals for ongoing support and legacy provisions.
When planning for a loved one with disabilities, families can choose between a limited, narrowly tailored approach that addresses a single issue, or a comprehensive plan that coordinates multiple documents and funding strategies. A limited approach might resolve an immediate need, such as setting up a trust for a settlement. By contrast, comprehensive planning integrates a Special Needs Trust with wills, powers of attorney, advance healthcare directives, and beneficiary designations to form a cohesive framework for long-term care and asset management.
A limited trust strategy may be sufficient when the primary concern is placing a settlement or lump sum into a trust to protect benefit eligibility. In such situations the goal is to create a trust quickly that meets statutory requirements and preserves public benefits, without reworking the grantor’s entire estate plan. This approach is practical when urgent funding is needed to safeguard the beneficiary’s eligibility while leaving broader estate planning decisions for a later review and potential update.
A focused plan can also be appropriate if the required support addresses narrowly defined short-term needs such as paying for essential medical equipment, short-term care, or temporary housing. In such cases, drafting a Special Needs Trust that concentrates on immediate distributions and clear trustee guidelines may be the most efficient path. Families can revisit the plan later to expand protections or integrate the trust into a comprehensive estate plan when circumstances or resources change.
Comprehensive planning coordinates trusts, wills, beneficiary designations, powers of attorney, and healthcare directives to ensure consistent treatment of assets and decision-making authority. This coordination helps avoid conflicting instructions, unintended tax consequences, and administrative complications for trustees and family members. For families with diverse asset types or long-term care concerns, a unified plan increases predictability and reduces the likelihood that a single gap could compromise benefit eligibility or the intended use of funds.
A comprehensive approach allows families to plan for both immediate and future needs including long-term care costs, educational support, and legacy distributions to other loved ones. It enables structured funding strategies, tax-aware planning, and provisions that address potential changes in benefits rules. By considering contingencies and integrating multiple documents, families can provide sustained support for the beneficiary while also preserving family wealth and honoring long-term wishes in a legally coherent manner.
A comprehensive plan reduces the risk of unintended consequences by ensuring all documents work together to protect benefit eligibility and fulfill family intentions. Coordinated planning addresses trustee selection, funding mechanisms, tax implications, and contingencies like incapacity or changing care needs. For families in Dublin, this approach can streamline administration, reduce disputes among survivors, and offer peace of mind that the beneficiary’s needs will be met consistently over time through a single, cohesive strategy tailored to the household’s circumstances.
Comprehensive planning also supports better decision making during stressful times by providing clarity about who will manage finances, make healthcare decisions, and oversee distributions. This structure helps trustees understand the grantor’s priorities and reduces the administrative burden during crucial moments. Proper planning can also create tax efficiencies and prepare for state-specific rules, including Medi-Cal recovery considerations, which can influence how assets are allocated and protected for a loved one with a disability.
A comprehensive plan ensures documents and funding strategies consistently protect benefit eligibility by aligning estate documents, beneficiary designations, and trust funding methods. Consistency reduces the risk of improper transfers or distributions that might be treated as countable resources by public benefit programs. Families receive coordinated guidance on how to structure assets, when to use third-party funding, and how to prepare successor trustees to administer the trust in a manner that maintains access to services the beneficiary depends upon.
Comprehensive planning clarifies who will act and how decisions will be made, which reduces conflict and delays after a grantor’s death or incapacity. Establishing successor trustee roles, detailed distribution criteria, and coordination with powers of attorney streamlines administration. This clarity helps trustees act efficiently, follow the grantor’s intent, and manage trust assets responsibly on behalf of the beneficiary. The result is more reliable care and financial support when families need it most.
Begin planning by assessing current benefit eligibility, anticipated needs, and potential sources of future income or assets. A benefits assessment identifies programs the beneficiary relies on and pinpoints how a trust can supplement those benefits without jeopardizing eligibility. Gathering documentation about existing public benefits, medical needs, income sources, and likely future expenses enables more precise drafting and funding decisions. Early assessment also helps families prioritize actions and avoid common mistakes that can unintentionally affect benefit status.
Ensure the Special Needs Trust is integrated with wills, beneficiary designations, powers of attorney, and healthcare directives. A pour-over will can funnel assets into the trust after death, and beneficiary designations should be checked to prevent assets from inadvertently passing directly to the beneficiary. Regular reviews align estate documents with changing circumstances and legal developments. Coordination reduces the risk of unintended disinheritance or tax consequences and promotes smooth administration during challenging times.
Families choose Special Needs Trust planning to protect important public benefits while providing financial support that improves a loved one’s quality of life. For parents and caregivers in Dublin, establishing a trust can ensure that funds from inheritances, personal savings, or legal settlements are managed responsibly and used in a manner consistent with the beneficiary’s ongoing needs. A trust also creates a framework for successor trustees, funding strategies, and distribution policies so loved ones receive stable support when the family cannot provide direct care.
This planning is also about peace of mind and continuity of care. Properly drafted documents reduce the risk of disputes, administrative delays, and loss of benefits due to improper distributions. Planning ahead allows families to name trustees who will act according to their wishes and to lay out clear priorities for spending and care. For families with complex financial or care arrangements, a trust can coordinate those elements and create a sustainable approach tailored to the beneficiary’s unique situation.
Typical triggers for establishing a Special Needs Trust include receiving a personal injury settlement, inheriting assets, planning for a child with disabilities, and preparing for a caregiver’s incapacity or death. Families often act after major life events such as divorce, remarriage, or the passing of a parent to ensure assets are managed properly. Creating a trust in advance allows for orderly transfer of resources and reduces the risk of losing means-tested benefits because payments or assets were not structured appropriately.
When a beneficiary receives a settlement or award, placing those funds into a Special Needs Trust promptly can protect eligibility for SSI and Medi-Cal. Properly drafted trust terms and timely funding help ensure the payout is used for the beneficiary’s supplemental needs while preserving access to essential public benefits. This often requires coordination with the court, the payer, and benefits administrators to confirm the trust meets legal requirements and that distributions will not be characterized as countable assets or income that would reduce benefits.
Direct inheritance or gifts to a beneficiary who receives public benefits can unintentionally create countable resources and jeopardize eligibility. A Special Needs Trust provides a secure vehicle to receive and manage these funds for the beneficiary’s supplemental needs without disqualifying them from benefits. Placing inheritances into the trust ensures distributions are made according to the grantor’s wishes and that funds are protected from creditors, undue influence, or mismanagement while remaining available to support the beneficiary’s ongoing needs.
Families often establish trusts when planning for future care transitions such as moving to supported housing, changes in medical needs, or aging caregivers. A trust provides an enduring structure for paying for additional services that public benefits do not cover, and it can adapt to changing needs through prudent trustee decisions. Advance planning also enables caregivers to select trustees and define distribution priorities so that the beneficiary receives stable support during transitions and when new care arrangements are required.
Our Dublin practice helps families across the East Bay navigate Special Needs Trust planning and related estate matters. We assist with trust drafting, funding strategies, coordination with Medi-Cal and SSI considerations, and preparation of complementary documents such as pour-over wills, powers of attorney, HIPAA authorizations, and guardianship nominations. We prioritize practical guidance tailored to Alameda County rules and resources. If you are planning for a loved one’s long-term support, we can outline options and next steps to protect benefits while improving care and financial security.
Choosing a legal team to handle Special Needs Trust planning means partnering with attorneys who take a methodical approach to drafting, funding, and coordinating documents. We focus on clear communication, careful review of benefit rules, and practical funding pathways such as beneficiary designations and pour-over wills. Our process is designed to minimize administrative burdens for families while setting up a durable structure that addresses the beneficiary’s financial and care needs across changing circumstances and over time.
We also emphasize collaboration with other advisors and service providers to ensure the trust complements medical, financial, and caregiving plans. This coordination helps reduce surprises and promotes smoother administration by trustees and family members. By preparing written instructions and clear trust provisions, we aim to reduce the risk of disputes and give trustees the tools they need to make appropriate and compliant distributions for the beneficiary’s supplemental needs.
Finally, our firm provides hands-on support for funding the trust, whether through immediate transfers, settlement routing, or integration with estate documents. We help clients update beneficiary designations, coordinate deeds or account transfers when appropriate, and advise on practical steps to implement the plan. This focus on follow-through helps ensure the trust becomes an effective and readily usable resource for the beneficiary when needed.
Our process begins with a detailed intake to understand the beneficiary’s needs, current benefits, and the family’s goals. We then review documents and assets, recommend the appropriate trust structure, draft the necessary instruments, and provide instructions for funding. Throughout the process we explain implications for public benefits and coordinate with third parties as needed. After document execution we offer guidance on trustee duties, recordkeeping, and periodic review to keep the plan aligned with changes in law and family circumstances.
During the initial consultation we gather detailed information about the beneficiary’s medical needs, current public benefits, income, and assets. We also discuss family goals for long-term care and legacy planning. This step allows us to identify the appropriate trust type and determine whether immediate funding or integration with existing estate documents is necessary. Clear communication at this stage reduces surprises and enables efficient drafting of documents tailored to the family’s circumstances and the beneficiary’s needs.
We conduct a careful review of current estate documents, beneficiary designations, and public benefit records to identify potential conflicts or gaps. This review helps ensure assets are titled and designated correctly to fund the trust without disrupting benefits. We look for opportunities to streamline estate coordination, such as updating beneficiary designations or recommending a pour-over will to move assets into the trust after death. This foundational review informs the drafting phase and reduces the risk of unintended consequences.
After reviewing documents, we work with the family to set planning priorities and design a funding strategy. This includes deciding whether to create a third-party trust funded by family assets or a first-party trust to receive beneficiary funds. We discuss how to handle potential settlements, insurance proceeds, and future inheritances. With a clear funding plan, the trust drafting process can proceed efficiently and with an eye toward preserving public benefit eligibility and meeting the beneficiary’s supplemental needs.
In the drafting phase we prepare the Special Needs Trust and any supporting estate documents, including pour-over wills, powers of attorney, advance health care directives, and HIPAA authorizations. Drafting focuses on precise distribution language, trustee powers, and successor nominations to avoid ambiguity during administration. We review the drafts with the family, make necessary revisions to reflect their wishes, and coordinate signing and notarization to ensure documents meet California formalities and will function as intended.
Complementary documents are prepared to ensure a cohesive plan. This includes drafting a pour-over will that directs residual assets into the trust, powers of attorney that allow trusted agents to handle finances if the grantor cannot, and advance healthcare directives to guide medical decision-making. Together these instruments create a legal structure that supports both the beneficiary and the family’s broader estate planning goals, reducing the risk of conflicts or administration problems in the future.
We coordinate the execution of documents and ensure all signing requirements are satisfied under California law. Notarization and witness requirements are confirmed, and we guide clients through any ancillary steps such as updating account titles and beneficiary designations. Proper execution helps prevent later challenges and makes it easier for trustees to access and manage trust assets promptly when needed. After signing, clients receive finalized copies and instructions for ongoing administration and recordkeeping.
After execution, the trust must be funded according to the plan to be effective. Funding can include transferring bank and brokerage accounts, updating beneficiary designations, routing settlements through the trust, and retitling property when appropriate. We assist with these steps and provide trustee guidance on recordkeeping, distributions, and interactions with benefits administrators. Periodic reviews are recommended to address changes in family circumstances, benefits rules, or asset holdings to keep the trust effective over time.
We help clients implement the funding plan by preparing transfer documents, coordinating with financial institutions, and advising on the timing of transfers to avoid disrupting benefits. For property transfers or retirement account coordination we recommend specific steps to maintain both the trust’s purpose and tax efficiency where possible. Practical support during this phase ensures assets are in place and the trustee can begin administration without unnecessary delay or confusion.
Once the trust is funded, trustees benefit from clear written guidance about permitted distributions, recordkeeping, and how to interact with benefit programs. We provide practical advice and periodic reviews to update the plan as laws or circumstances change. Regular check-ins help ensure the trust remains aligned with the beneficiary’s needs and family goals, and they give trustees the tools to administer the trust responsibly and in compliance with applicable rules.
A Special Needs Trust is a legal instrument designed to hold assets for a person with disabilities while preserving eligibility for means-tested public benefits such as Supplemental Security Income and Medi-Cal. The trust pays for supplemental goods and services that public programs do not cover, like certain therapies, adaptive equipment, and social activities, while avoiding direct income or resource distributions that could be counted against benefit eligibility. Its terms specify how funds may be used, who may serve as trustee, and the order of distributions upon the beneficiary’s death. Proper drafting is essential to ensure the trust’s distributions do not alter the beneficiary’s status with public agencies. Trustees must manage disbursements carefully, maintain accurate records, and coordinate with benefits administrators when necessary. Many families pair a Special Needs Trust with complementary estate documents such as a pour-over will and powers of attorney to create a cohesive plan that addresses both immediate needs and long-term care goals.
A Special Needs Trust can be funded in several ways depending on the source of funds and the family’s objectives. Third-party trusts are typically funded by family members through direct transfers, gifts, or inheritances and generally avoid certain reimbursement obligations. First-party trusts are funded with assets that belong to the beneficiary, such as a settlement or inheritance, and must meet specific federal and state requirements to preserve benefit eligibility. Funding might also occur through beneficiary designations, life insurance, or a pour-over will that directs assets into the trust at death. Timing and method of funding are important because improper transfers or delays can affect benefits. It is often advisable to implement funding steps immediately after execution, such as retitling bank accounts or updating beneficiary designations, to ensure the trust holds the intended assets. Coordination with financial institutions and careful documentation of transfers help trustees demonstrate that assets were held in trust consistent with the planning goals.
A first-party Special Needs Trust holds assets that originally belonged to the beneficiary, such as a settlement or direct inheritance, and it often includes a payback requirement to reimburse the state for Medi-Cal benefits upon the beneficiary’s death. A third-party Special Needs Trust is funded with assets from someone other than the beneficiary, like parents or relatives, and typically does not carry a state payback requirement. Choosing between these options depends on the source of funds and the family’s long-term objectives regarding distributions and remainder beneficiaries. Legal and practical differences also affect drafting formalities and administration. First-party trusts may need to meet statutory conditions to qualify for benefit protection, while third-party trusts allow more flexibility in remainder planning and legacy objectives. A careful review of the funds’ origin and consultation about intended beneficiaries will determine the most appropriate trust vehicle for a given situation in California.
Certain types of Special Needs Trusts, particularly some first-party trusts, include a Medi-Cal payback provision that requires remaining trust assets to reimburse the state for Medi-Cal expenses provided to the beneficiary during their lifetime. This requirement is part of federal and state rules tied to beneficiary-funded trusts and is intended to recoup public expenditure before distributing any remaining assets to remainder beneficiaries. Third-party trusts funded by family members typically do not require state reimbursement and can pass remaining assets to heirs as directed by the grantor. Understanding payback rules is essential when planning for legacy goals. A careful drafting approach can clarify whether payback applies and how remainder interests are handled. Families who wish to leave assets to other relatives or charitable causes should consider third-party funding strategies or other estate planning techniques that align with their goals while complying with California’s reimbursement obligations.
A trustee should be someone who understands financial matters, can follow legal obligations, communicates well with family members, and is willing to carry out the grantor’s wishes. Many families choose a trusted family member, close friend, or a professional fiduciary, sometimes combining individuals and institutions to balance personal knowledge with administrative reliability. Trustees are responsible for making distributions according to the trust terms, maintaining records, managing investments prudently, coordinating with benefits programs, and acting in the beneficiary’s best interest within the trust’s guidelines. Trust documents should provide clear guidance about distribution priorities, permitted expenses, and reporting to beneficiaries and family members. Naming successor trustees and alternate decision-makers ensures continuity if a trustee cannot serve. Training and written instructions also help trustees perform their duties more effectively, reducing the likelihood of administrative errors that could jeopardize benefit eligibility or lead to family conflict.
A pour-over will works in tandem with a Special Needs Trust by directing any assets that were not transferred to the trust during the grantor’s lifetime into the trust at death. This mechanism ensures that residual assets are captured by the trust’s protective structure and used for the beneficiary’s supplemental needs rather than passing directly to the beneficiary as countable resources. Using a pour-over will simplifies funding strategies because it catches unexpected assets and funnels them into the established trust upon probate administration. Relying on a pour-over will requires careful planning to minimize assets that must pass through probate, since the probate process can be time-consuming and public. Many families use a combination of direct transfers, beneficiary designations, and the pour-over will to maximize the trust’s effectiveness while reducing administrative burdens. Coordinating account titling and beneficiary designations with the trust helps ensure faster access to funds for the beneficiary’s support.
Many Special Needs Trusts can be amended or restated while the grantor is competent, allowing the plan to adapt to changes in family circumstances, assets, or benefits rules. Amendments can update trustee designations, distribution standards, and funding mechanisms, or respond to life changes such as remarriage, births, or changes in the beneficiary’s condition. If the trust is irrevocable, changes are more limited and may require consent from interested parties or court approval in certain circumstances, depending on the trust’s terms and applicable law. Regular reviews are recommended to ensure that the trust remains effective and aligned with the family’s goals. Legal and financial changes can affect how trusts operate, and periodic updates allow families to address new opportunities or risks. Consulting with counsel about necessary amendments helps maintain the trust’s protective purpose and prevents unintended consequences that could arise from outdated provisions.
Setting up a Special Needs Trust in California generally requires a clear written trust document drafted to comply with state and federal rules, properly executed with necessary signatures and notarization as required. Additional estate documents such as a pour-over will, financial power of attorney, advance health care directive, HIPAA authorization, and guardianship nominations may be necessary to create a comprehensive plan. Documentation about current benefits, medical records, and financial assets also supports accurate drafting and funding decisions. When the trust will receive settlement proceeds or property transfers, you may need court orders, settlement routing instructions, or deed transfers to complete funding. Financial institutions often require trustee identification and trust documentation before accepting transfers, so coordination and timely provision of paperwork are important. Proper execution and follow-through ensure the trust functions as intended to protect benefits and provide supplemental support.
Settlements, awards, and lump-sum payments can increase the beneficiary’s countable resources and potentially disqualify them from means-tested benefits if not placed into an appropriate trust or otherwise sheltered. Routing settlement proceeds into a properly drafted Special Needs Trust can preserve eligibility by ensuring the funds are held and administered for supplemental needs rather than being treated as available resources. Planning should occur before funds are disbursed to avoid inadvertent reductions in benefits and to meet any statutory requirements that apply to beneficiary-funded trusts. Timing matters when settling claims or receiving awards, since transfers made directly to a beneficiary may create complications that are difficult to reverse. It is often advisable to coordinate with counsel at the outset of settlement negotiations so that funds can be directed into a trust or structured in a way that preserves benefits. This coordination reduces the risk of interruptions to essential public supports.
A Special Needs Trust should be reviewed periodically, at least every few years, and whenever significant life changes occur such as changes in benefit rules, major shifts in assets, marriage, divorce, or the death or incapacity of key family members. Regular reviews help ensure the trust’s terms, funding mechanisms, and trustee provisions remain effective and consistent with the family’s goals. Reviews also allow for updates to reflect new California law developments, changes in Medi-Cal or SSI rules, and evolving care needs for the beneficiary. Proactive maintenance of the trust and related estate documents reduces the risk of inadvertent errors or outdated provisions that could impair benefit protection. During reviews we check account titles, beneficiary designations, and any pending transactions that might affect the trust. This ongoing attention helps maintain continuity of care and preserves the trust’s primary purpose of providing supplemental support for the beneficiary.
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