At the Law Offices of Robert P. Bergman in Monterey, we help families plan for the long-term financial security and care of loved ones with disabilities through carefully drafted special needs trusts. A special needs trust can preserve eligibility for public benefits while providing supplemental support for quality of life. Our approach focuses on clear legal options, how trusts interact with government programs in California, and practical steps families can take now to reduce future stress. If you are considering a special needs trust, we provide straightforward guidance about what to expect and how to begin the planning process.
Deciding on a special needs trust involves both legal and personal considerations. We discuss how different trust structures work, what assets can be placed in a trust, and how trustees manage distributions to meet a beneficiary’s needs without jeopardizing benefits. Our information covers related documents commonly used alongside trusts, such as a pour-over will, financial power of attorney, and advance health care directive, so families have a cohesive plan. We aim to make the planning process understandable and practical so clients can make informed decisions tailored to their unique family circumstances.
A special needs trust offers a way to provide for a loved one’s comfort, activities, and care without interrupting eligibility for Medi-Cal, Supplemental Security Income, and other public benefits. It can finance items and services that public programs do not cover, such as transportation, therapies, personal care items, education, and recreational activities. Establishing a trust also clarifies who will manage funds for the beneficiary and creates a long-term plan for their well-being. For families, this planning reduces uncertainty and helps ensure that financial resources are used responsibly to enhance quality of life across the beneficiary’s lifetime.
The Law Offices of Robert P. Bergman provides estate planning services across Monterey County and the broader California region, focusing on practical, family-centered solutions. Our work includes drafting revocable living trusts, special needs trusts, pour-over wills, powers of attorney, and health care directives to create integrated plans that address legal, financial, and caregiving realities. We work closely with families to understand objectives, explain legal options in plain language, and implement plans that reflect individual circumstances. Our goal is to deliver reliable, compassionate guidance so families feel prepared for the future.
A special needs trust is a legal vehicle designed to hold assets for a beneficiary with disabilities while preserving eligibility for means-tested public benefits. The trust is managed by a trustee who follows instructions about distributions for the beneficiary’s supplemental needs. Trust terms can be tailored to the beneficiary’s circumstances, specifying permitted uses such as education, transportation, personal care, and enrichment activities. Families often fund these trusts through gifts, inheritance, or settlement proceeds. Proper drafting and administration are important to ensure the trust functions as intended and aligns with California law and federal benefit rules.
There are different types of special needs trusts, including first-party trusts funded with the beneficiary’s own assets and third-party trusts funded by others. Each type has distinct rules, especially regarding payback provisions and estate recovery. In California, careful attention must be paid to how distributions are made so benefits are not jeopardized. Trustees have fiduciary duties to manage trust assets prudently and in the beneficiary’s best interest. Planning also addresses contingencies such as successor trustees, guidelines for discretionary spending, and coordination with other estate planning documents to create a cohesive strategy.
A special needs trust is a legally enforceable arrangement that holds assets for the benefit of an individual with disabilities while allowing them to continue receiving government benefits that have asset and income limits. The trust document sets out who the beneficiaries are, who the trustee will be, and what types of distributions are permissible. Trust funds are intended to supplement, not replace, public benefits, filling gaps in what those programs cover. Drafting must be precise to meet applicable legal standards and to provide flexibility for changing needs over the beneficiary’s lifetime.
Key elements include clear identification of the beneficiary, designation of a trustee and successor trustees, explicit distribution standards, and directions for funding and administration. The trust should specify permissible uses that do not count as income or assets for benefit programs, such as payment for supplemental goods and services. Implementation steps include selecting a trustee, funding the trust with appropriate assets, coordinating with other estate planning documents, and documenting distributions. Trustee duties involve recordkeeping, prudent investment, and transparent communication with family members while safeguarding the beneficiary’s public benefits.
Understanding common terms helps families make informed choices. Definitions clarify types of trusts, trustee responsibilities, payback provisions, and how benefits are affected. This glossary provides straightforward explanations of concepts you will encounter when planning a special needs trust in California. Familiarity with these terms makes it easier to discuss options, ask the right questions, and follow through with steps such as funding the trust and naming successor trustees. Clear definitions also help ensure trust documents reflect your intentions and are effective when needed.
A first-party special needs trust holds assets that belong to the beneficiary, often established when a disabled person receives a lump sum, inheritance, or settlement. These trusts typically include a payback provision that requires remaining funds to repay certain public benefits upon the beneficiary’s death. They are commonly used to protect the beneficiary’s eligibility while allowing funds to cover supplemental needs. Proper drafting in California is necessary to meet statutory requirements and to ensure the trust’s terms align with federal and state benefit rules and with the family’s long-term planning objectives.
A third-party special needs trust is created and funded by someone other than the beneficiary, such as a parent, grandparent, or loved one. Because the beneficiary’s own assets are not placed in the trust, there is usually no payback requirement to Medicaid or other programs, and remaining funds can be distributed according to the trust creator’s instructions. These trusts are commonly used in wills and living trusts to provide long-term supplemental support while preserving the beneficiary’s public benefits. They provide flexibility over how residual assets are handled at the beneficiary’s passing.
Pooled special needs trusts are managed by nonprofit organizations that pool resources from multiple beneficiaries while keeping separate accounts for each beneficiary. These trusts can accept smaller contributions and are often an option when establishing an individual trust may not be practical. A nonprofit trustee administers pooled funds and makes distributions based on the beneficiary’s needs. Pooled trusts may offer professional administration and investment management while complying with benefit program rules, and they often include specific terms regarding expenses and residual distributions upon a beneficiary’s death.
A payback provision requires that, in certain trust types, any remaining trust assets at the beneficiary’s death be used to reimburse Medicaid for benefits provided during the beneficiary’s lifetime. This is common in first-party trusts created under federal and state rules. Trust creators and families should understand how payback provisions work, whether they apply to a particular trust, and how they affect long-term planning. Proper drafting can also provide for residual distributions to family members in allowable circumstances, depending on the trust type and applicable laws.
Choosing between first-party, third-party, and pooled trusts depends on who provides the funds, the beneficiary’s benefit status, and long-term planning goals. Each option has different implications for payback obligations, control over remaining assets, and administrative responsibilities. For families, the decision often balances preserving benefits with providing financial flexibility and ease of administration. Evaluating tax consequences, eligibility rules, and trustee duties will help determine the most appropriate structure. Coordinating trust choice with wills, living trusts, and powers of attorney ensures an integrated plan that meets family objectives.
A limited approach to special needs planning may be appropriate when the beneficiary’s supplemental needs are modest and available assets are limited. In such cases, a simple third-party trust funded through future inheritance or a modest first-party arrangement may meet immediate needs without complex administration. Families may prefer a straightforward trust with clear distribution guidelines that addresses foreseeable costs like transportation, personal items, or educational enrichment. This approach can reduce administrative burdens while still providing structure and protection for public benefits, particularly when ongoing professional management is unnecessary.
When a beneficiary already has stable public benefits and only occasional extra support is anticipated, a limited trust strategy can be sufficient. The trust can be tailored to fund occasional expenses that enhance quality of life without constantly changing benefit eligibility. Clear guidelines and a knowledgeable trustee who understands distributions can make a simple trust effective. This path suits families seeking cost-effective planning that preserves benefits while allowing flexible, discretionary support for activities and services that government programs do not cover.
Comprehensive planning is often necessary when the beneficiary or family has diverse assets such as retirement accounts, real estate, business interests, or anticipated inheritances. Coordinating those assets within an overall estate plan requires careful drafting to prevent unintended benefit disqualification and to address tax and probate implications. A full-service approach integrates the special needs trust with revocable living trusts, pour-over wills, powers of attorney, and health care directives, ensuring that assets flow properly and that trustees have the authority and instructions necessary to administer the plan effectively over time.
When several family members, caregivers, or professionals may be involved in a beneficiary’s care, comprehensive planning provides clarity on roles, responsibilities, and decision-making. Naming successor trustees, establishing distribution guidelines, and creating communication protocols among caregivers helps prevent disputes and ensures continuity of support. Long-term management issues such as trustee compensation, investment strategy, and contingency plans for incapacity or relocation are addressed in a full plan, reducing the risk of conflict and ensuring the beneficiary’s needs are met consistently as circumstances change.
A comprehensive approach creates a single coordinated plan that addresses asset protection, benefit preservation, and long-term care considerations. It minimizes gaps between documents, reduces the likelihood of probate, and clarifies how different instruments interact at key moments such as incapacity or death. Families gain confidence from having successor plans in place and from knowing trustee instructions align with the beneficiary’s evolving needs. Integrated planning also allows for efficient transitions and can include mechanisms to fund trust needs through life insurance, retirement account designations, or other estate strategies.
Another major benefit is reduced administrative friction for those charged with carrying out the plan. When documents are drafted to work together, trustees and agents have clear authority and guidance, making it easier to manage assets and distributions while maintaining benefit eligibility. Comprehensive plans can anticipate future circumstances, including changes in health, residence, or public benefits rules, and include provisions for regular review and amendment. This proactive posture helps families avoid last-minute decisions and provides greater financial stability for the beneficiary over time.
A comprehensive plan ensures that trust terms and distributions are structured to work with Medi-Cal, SSI, and other programs so the beneficiary retains needed benefits. Coordination involves understanding what constitutes countable income or resources and framing distributions accordingly. By integrating the trust with advance directives and powers of attorney, families can also plan for how health and financial decisions will be made without disrupting benefits. This coordinated approach reduces the risk of inadvertent disqualification from essential services and promotes stability in the beneficiary’s support network.
Comprehensive planning creates durable mechanisms to adapt to changing circumstances, including evolving care needs and financial situations. Trust provisions can allow for discretionary distributions that respond to new opportunities or unexpected costs, while successor trustee provisions maintain continuity. Integrating retirement and life insurance planning with trust funding ensures resources are available when needed. The result is a plan designed to preserve the beneficiary’s public supports while offering enhanced options for comfort, enrichment, and security across a lifetime.
Begin by making a detailed inventory of current public benefits, healthcare needs, and regular expenses related to the beneficiary. Documenting how benefits such as Medi-Cal and SSI apply to your family helps determine what needs the trust should address. Include medical, therapeutic, housing, transportation, and recreational costs that public programs may not cover. This clarity helps set trust distribution standards and funding priorities. Preparing this information before meeting with counsel streamlines the planning process and ensures the trust reflects practical, day-to-day realities for the beneficiary.
Ensure that the special needs trust works with your broader estate plan, including revocable living trusts, pour-over wills, financial powers of attorney, and advance health care directives. Coordination helps avoid unintended transfers that could affect benefits and provides a durable framework for asset management if incapacity occurs. Review designations on retirement accounts and life insurance so proceeds pass in a manner consistent with trust funding goals. Regularly revisiting the plan allows adjustments as laws, family situations, or the beneficiary’s needs change over time.
Families turn to special needs trusts to protect a loved one’s access to public benefits while providing additional resources for a better quality of life. Trusts allow funds to be used for supplemental services and goods that government programs may not cover, creating opportunities for greater independence and enrichment. Special needs trusts also offer a mechanism to appoint trusted individuals to manage funds and make distributions aligned with the beneficiary’s well-being. Planning in advance reduces the risk of disputes, clarifies intentions, and helps ensure continuity of care if circumstances change.
Other reasons include tax and probate planning considerations, the desire to leave a legacy that benefits a disabled family member, and the ability to structure support that lasts beyond a caregiver’s lifetime. Trusts can be combined with life insurance or retirement planning to ensure funding sources are available. Establishing a trust also eases administrative burdens for family caregivers and clarifies roles for future trustees and agents under powers of attorney, enabling smoother transitions during periods of incapacity or after death.
Special needs trusts are commonly considered when a family member with disabilities receives a settlement, inheritance, or other lump sum; when parents want to protect future benefits for a child with disabilities; or when long-term care and support needs are anticipated. They are also appropriate when a designated caregiver wants to ensure there are funds for enrichment, therapies, or supplemental services that public benefits do not cover. Trusts can address complex family dynamics by naming trustees and setting clear distribution standards, which helps avoid disputes and ensures funds are used for the beneficiary’s welfare.
When a beneficiary receives a significant sum, such as from an inheritance or legal settlement, placing those funds into a special needs trust can protect eligibility for Medicaid and SSI. Without a properly structured trust, a large lump sum could disqualify the beneficiary from means-tested benefits. A trust with appropriate payback provisions and administration guidelines preserves public benefits while allowing funds to cover supplemental expenses. Establishing the trust promptly after receipt of funds is important to maintain benefit eligibility and to provide immediate safeguards for the beneficiary’s financial future.
Parents of children with disabilities often use special needs trusts to plan for long-term support and to ensure that a child’s benefits remain intact into adulthood. Third-party trusts funded through parental assets or future inheritances can create a lasting source of supplemental support while preserving government benefits. Trusts can include guidance for successor trustees and instructions for education, housing, and therapies that align with the family’s goals. Early planning helps families set realistic expectations and build a durable safety net for the child’s lifetime needs.
Families who expect ongoing supplemental needs—such as adaptive equipment, transportation, private therapies, or personal care services—often turn to special needs trusts to provide consistent funding without affecting public benefits. Trust terms can define how discretionary distributions should be evaluated and documented to ensure transparency and proper recordkeeping. By establishing a trust, families can ensure a reliable mechanism for paying for these additional supports over time and can provide trustees with clear tools to adapt support as the beneficiary’s circumstances evolve.
The Law Offices of Robert P. Bergman serves Monterey County families seeking thoughtful special needs trust planning. We provide clear explanations of trust options, coordinate related estate documents, and assist with trustee selection and trust funding. Whether you need a first-party trust, a third-party trust, or information about pooled trust options, we lay out practical steps and help implement a plan that reflects your family’s priorities. Our focus is on responsive communication and realistic solutions that protect the beneficiary’s benefits while enhancing their quality of life.
The firm provides comprehensive estate planning services tailored to families caring for a member with disabilities. We assist with drafting specialized trust provisions, coordinating funding strategies, and preparing complementary documents like pour-over wills, financial powers of attorney, and advance health care directives. Our approach emphasizes clear communication and practical planning so families can make informed decisions. We help clients anticipate future needs, choose trustees, and create documentation that supports consistent administration and preserves public benefits under California rules.
Clients receive guidance on how different trust types interact with Medi-Cal and SSI, how payback provisions operate, and options for funding trusts through life insurance, retirement accounts, or estate planning. We also assist with procedural matters such as drafting certification of trust documents and general assignment of assets to trust when consolidating estate plans. By coordinating these elements, we aim to reduce uncertainty, minimize probate exposure, and provide a durable plan that adapts to changing circumstances and supports the beneficiary’s long-term needs.
Beyond document preparation, the firm supports families through implementation steps like funding trusts, advising trustees on recordkeeping and distributions, and reviewing plans periodically to address life changes. We can also prepare petitions for trust modification or Heggstad petitions when court action is necessary to correct or clarify trust administration. Our services are intended to be practical and accessible, offering families the guidance they need to put a reliable plan in place and to maintain it over time.
Our process begins with a detailed consultation to review the beneficiary’s needs, current benefits, assets, and family goals. We then recommend trust type and draft documents tailored to those needs, working with clients to choose trustees and funding strategies. After drafting, we assist with execution, funding, and providing guidance for trustees on distribution practices and recordkeeping. We also offer periodic reviews to adjust the plan for changing laws or family circumstances. The goal is a clear, actionable plan that protects benefits while providing supplemental support.
The first step is a comprehensive intake to understand the beneficiary’s current benefits, medical and care needs, family resources, and long-term goals. We gather information about income, assets, ongoing expenses, and any anticipated settlements or inheritances. This assessment informs whether a first-party, third-party, or pooled trust is most appropriate and helps determine funding strategies. Clear understanding at the outset ensures the trust is designed to preserve benefits and address the beneficiary’s real-world needs over time.
We analyze the beneficiary’s eligibility for Medi-Cal, SSI, and other public programs to determine how trust assets and distributions will be treated. This review identifies potential eligibility risks and helps structure trust terms and distribution protocols that avoid disqualification. Understanding program rules is essential for recommending distribution standards, trustee responsibilities, and funding mechanisms. We explain these rules in clear terms so families can make informed decisions about trust design and administration.
During the initial stage we discuss family priorities, who will provide care, and sources of funding such as inheritances, life insurance, or retirement accounts. We consider the potential need for successor trustees, trustee compensation, and whether additional documents like pour-over wills or trust certification are required. Exploring these topics early enables a cohesive plan that aligns asset flows with trust funding goals and ensures that the trust can be funded efficiently when needed.
Once the trust structure is chosen, we draft the trust agreement and related documents to reflect the family’s intentions and comply with applicable rules. Drafting includes clear distribution standards, trustee powers, successor provisions, and any payback language required by law. We also prepare complementary estate planning instruments—financial power of attorney, advance health care directive, pour-over will, and certification of trust—to create an integrated plan. Careful drafting reduces ambiguity and provides trustees with practical guidance for administration.
Trust terms must balance discretion with specific guidance so trustees can make decisions that benefit the beneficiary while protecting public benefits. We craft provisions that outline permissible uses for trust funds, investment standards, and reporting obligations. Trustee authority includes the ability to make discretionary distributions for supplemental needs, to invest prudently, and to hire professionals when necessary. Clear language helps minimize disputes and provides a roadmap for trustees to follow when evaluating distribution requests.
We also prepare related estate planning documents and provide instructions for funding the trust. Funding may involve beneficiary assignments, retitling assets, changing beneficiary designations on life insurance or retirement plans, or preparing pour-over wills. Proper coordination ensures assets transfer into the trust as intended and helps avoid unintended disqualification from public benefits. We provide checklists and practical steps to complete funding so the plan is effective when needed.
After formation, trustees administer the trust by managing investments, making authorized distributions, and maintaining records that document how funds support the beneficiary. We provide guidance on proper accounting, documentation of distributions, and communication with family and care providers. Periodic plan reviews are recommended to address changes in benefits rules, financial circumstances, or the beneficiary’s needs. Ongoing attention ensures the trust continues to meet its purpose and adapts to new conditions over time.
We advise trustees on best practices for recordkeeping, including documenting the purpose of distributions, maintaining receipts, and preparing periodic statements. Good records support trust administration and help demonstrate that distributions were for supplemental needs rather than countable income. Trustees should keep clear notes on decisions, consult with professionals when needed, and communicate regularly with family members and providers. Reliable recordkeeping protects the beneficiary’s benefits and preserves trust integrity over the long term.
Regular reviews help ensure the trust remains aligned with the beneficiary’s circumstances and current law. Changes in health, housing, or public benefit rules may require amendments or different funding strategies. We recommend scheduled check-ins to evaluate asset allocations, update successor trustee designations, and adjust distribution standards as necessary. Proactive reviews reduce surprises and allow families to adapt plans to changes in their lives or in applicable statutes and program policies.
A special needs trust is a legal arrangement that holds assets for a person with disabilities while allowing them to remain eligible for programs like Medi-Cal and Supplemental Security Income. The trust is designed to provide supplemental goods and services that public benefits do not cover, such as transportation, therapies, personal items, and enrichment activities. Funds are distributed by a trustee according to the trust terms, which should be crafted to avoid creating countable income or resources that would disqualify the beneficiary from means-tested programs. The trust helps families provide enhanced support without disrupting essential benefits. Proper drafting is important to ensure distributions are handled as intended, and trustees maintain careful records to demonstrate that funds were used for supplemental needs. Families often coordinate trusts with other estate planning documents so assets flow into the trust at the right time and the beneficiary’s overall plan remains consistent with benefits rules.
A first-party special needs trust is funded with the beneficiary’s own assets, such as a settlement or inheritance, and often includes a payback provision to reimburse certain public benefits upon the beneficiary’s passing. These trusts are structured to hold the beneficiary’s resources while preserving program eligibility during their lifetime. In contrast, a third-party trust is funded by someone else, like a parent or relative, and typically does not require payback to public programs, offering more flexibility about residual distributions. Choosing between them depends on who provides the funds and the family’s goals. Third-party trusts are commonly created through wills or living trusts to provide long-term support, while first-party trusts are used to protect the beneficiary’s own assets. Both require careful drafting to conform with applicable legal and program requirements.
Life insurance and retirement accounts can be effective funding sources for special needs trusts when properly coordinated. Designating the trust as a beneficiary of a life insurance policy can provide a future funding stream without passing assets directly to the beneficiary, which helps preserve benefits. Retirement accounts require careful handling because distributions may be taxable and can affect means-tested benefits; sometimes naming the trust as beneficiary or using other planning techniques is appropriate to balance tax and benefit considerations. Coordination with financial and tax advisors is often necessary to structure these designations properly. It is important to confirm that naming provisions and beneficiary designations align with the trust terms so that proceeds flow into the trust as intended and do not inadvertently create countable resources for public benefits.
Selecting a trustee requires considering who can manage financial matters responsibly and who understands the beneficiary’s needs and preferences. A trustee may be a trusted family member, friend, professional fiduciary, or nonprofit trustee, depending on the family’s situation and the level of administrative complexity. Trustees are responsible for managing investments prudently, making discretionary distributions consistent with the trust terms, keeping accurate records, and communicating with family and care providers about the beneficiary’s needs. Trustees should be willing to assume long-term responsibilities, maintain impartiality when needed, and adhere to the trust document’s guidance. Naming successor trustees provides continuity, and including clear instructions in the trust helps trustees make appropriate decisions while preserving the beneficiary’s public benefits.
Not all special needs trusts require ongoing court involvement, but some administrative tasks may necessitate recordkeeping, tax filings, and, in certain cases, court petitions. First-party trusts that include payback provisions must be drafted to comply with statutory requirements and may involve interactions with public programs for reimbursement matters after the beneficiary’s death. Pooled trusts are managed by nonprofit organizations and typically have their own reporting protocols. Trustees should maintain documentation of distributions, receipts, and decisions to demonstrate compliance with benefit program rules. If issues arise, such as disputes over trustee actions or the need to modify trust terms, limited court involvement may be necessary to resolve those matters or to seek instructions.
A pooled trust is managed by a nonprofit organization that pools administrative and investment services for multiple beneficiaries while maintaining separate accounts for each individual. This arrangement can be a cost-effective option for beneficiaries who do not have a large sum to fund an individual trust or when families prefer professional administration. The nonprofit trustee handles distributions according to the separate account needs and typically charges reasonable administrative fees. Pooled trusts are appropriate when individual trust setup is impractical or when families want professional management without forming a standalone trust. It is important to review the pooled trust’s terms, fees, and policies to ensure they align with the beneficiary’s needs and the family’s goals for supplemental support.
What happens to trust assets after a beneficiary passes depends on the trust type and the trust’s terms. A first-party trust often contains a payback provision that requires remaining funds to reimburse certain public benefits for services provided to the beneficiary during their lifetime. After satisfying payback obligations, any remaining funds may be distributed according to the trust’s terms if permitted. A third-party trust typically allows residual assets to pass to named remainder beneficiaries without payback requirements. Careful drafting clarifies how residual assets are handled and whether family members or charities receive remaining funds. Including clear remainder beneficiary provisions and instructions in the trust helps ensure that assets are distributed according to the trust creator’s wishes while complying with applicable rules.
Special needs trusts can sometimes be modified or amended depending on how they were created and the terms they include. A revocable third-party trust can be changed while the trust creator is alive if the document allows amendments. Irrevocable first-party trusts have stricter rules, and modifications may require court approval or adherence to statutory procedures. Proposed changes should be evaluated carefully to avoid unintended consequences for benefit eligibility and tax treatment. If circumstances change—such as a change in a beneficiary’s needs, caregiver availability, or applicable laws—families should consult legal counsel to determine whether the trust can be amended or whether alternate mechanisms, like successor trustee substitutions or court petitions, are recommended. Proper procedures help preserve the trust’s protective function while accommodating new conditions.
Funding a trust without jeopardizing Medi-Cal or SSI eligibility requires thoughtful timing and method. For third-party trusts funded at the death of a parent through a pour-over will or by beneficiary designation on life insurance, the funds generally do not count as the beneficiary’s resources during their lifetime. For first-party trusts, funds owned by the beneficiary must be transferred into a properly drafted trust promptly and in compliance with statutory requirements to avoid benefit disruption. Coordination with benefit rules is essential to prevent unintended disqualification. Work closely with counsel and financial advisors to implement funding steps such as retitling assets, changing beneficiary designations, and preparing assignments to trust. Proper documentation and timely administration help ensure trust funding accomplishes intended protection for public benefits while providing supplemental support.
Reviewing a special needs trust and related estate documents regularly is important to ensure the plan remains effective as laws and family circumstances change. It is a good practice to revisit documents after major life events—such as a change in health, marriage, divorce, relocation, receipt of a settlement, or the death of a family member—and at least every few years to confirm funding status and trustee designations. Periodic reviews allow for adjustments to distribution standards, successor trustee choices, and funding strategies. Regular check-ins also help address changes in public benefit rules or tax laws that could affect trust operation. Scheduling reviews ensures the plan continues to meet the beneficiary’s needs and that trustees and family members remain up to date on their roles and responsibilities.
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