Planning a secure financial future for a loved one with disabilities requires careful legal tools and thoughtful coordination. At the Law Offices of Robert P. Bergman in San Jose, we help families in Los Altos Hills create Special Needs Trusts that protect eligibility for publicly funded benefits while preserving important supplemental support. A well-drafted trust addresses ongoing care, distributions, trustee selection, and coordination with other estate planning documents like powers of attorney and advance health directives. This guide explains the role of Special Needs Trusts, common funding options, trustee responsibilities, and how a trust fits into an overall plan tailored to your family’s priorities and the beneficiary’s needs.
Every family’s situation is unique, and a Special Needs Trust must reflect the beneficiary’s medical needs, daily living arrangements, and long-term financial goals. We discuss funding strategies such as transferring personal assets, using life insurance, or establishing pensions and retirement plan designations in ways that protect benefits. The trust can be crafted to provide for quality-of-life items that benefits do not cover, such as education, transportation, therapeutic services, or recreational activities. With careful drafting and planning, a trust can provide stability, flexibility, and peace of mind for parents, guardians, and loved ones managing care over many years.
A Special Needs Trust serves as a protective vehicle allowing beneficiaries to receive supplemental financial support without displacing eligibility for means-tested programs such as Medi-Cal and Supplemental Security Income. The trust is tailored to maintain public benefits while permitting funds to be used for nonessential items that enhance quality of life. It can prevent assets from being counted for benefit eligibility, support long-term care needs, and ensure that funds are managed responsibly by a chosen trustee. Thoughtful planning also anticipates changes in the beneficiary’s condition, updates in program rules, and evolving family circumstances, all of which preserve access to necessary services over time.
The Law Offices of Robert P. Bergman provides practical estate planning services for families throughout Santa Clara County. We prioritize clear communication, careful document drafting, and coordination with financial and care professionals to create plans that are durable and adaptable. Our approach emphasizes personalized solutions for Special Needs Trusts, integrating powers of attorney, advance health care directives, pour-over wills, and other instruments to form a cohesive plan. We support clients through administration, trustee transitions, and trust modifications as circumstances change, always seeking to protect benefits and preserve the beneficiary’s well-being and dignity.
A Special Needs Trust is a legal arrangement that holds assets for the benefit of an individual with disabilities while preserving eligibility for means-tested government programs. The trust is written to allow discretionary distributions for items not covered by public benefits, such as transportation, therapy, education, and personal comfort. Depending on the type and funding mechanism, a trust may be established by a parent, guardian, or even by a court. The trustee administers the trust in accordance with the trust terms and with an eye toward maintaining benefit eligibility, which often requires careful recordkeeping and prudent distribution decisions.
Funding a Special Needs Trust can take many forms, including transfers of personal savings, designating life insurance proceeds, using retirement assets with specific planning, or establishing trusts funded through an estate plan like a pour-over will. In California, different trust structures—such as first-party trusts for individuals who already hold assets, third-party trusts funded by family members, and pooled trusts managed by nonprofit organizations—serve varied needs. Choosing the right structure depends on the source of funds, the beneficiary’s eligibility for public programs, and the family’s long-term intentions for care and financial support.
A Special Needs Trust is a legal instrument designed to hold assets for a person with disabilities while intentionally preserving their qualification for public benefits. It differs from a general trust because distributions are typically discretionary and directed toward supplemental items that enhance the beneficiary’s quality of life rather than replace benefits. Trust language sets out permitted uses, establishes trustee authority, and may include provisions for successor trustees and remainder beneficiaries. Proper drafting takes into account state and federal benefit rules to avoid unintended disqualification and to ensure the trust accomplishes the family’s caregiving and financial objectives.
A well-crafted Special Needs Trust includes clear trust language defining the beneficiary, permissible distributions, trustee powers, and procedures for administration and reporting. It should address funding sources, coordination with public benefits, and contingencies such as trustee resignation or beneficiary relocation. The trust often names successor trustees, outlines discretion in distributions for health and quality-of-life expenses, and includes clauses for recordkeeping and accounting. Regular review and potential amendments may be necessary to adapt to changes in the beneficiary’s needs, family dynamics, or regulatory changes in benefit programs.
The following glossary defines important terms you will encounter when planning a Special Needs Trust. Understanding these concepts helps families make informed decisions about trust structure, funding, trustee selection, and interaction with public benefits. Terms address the types of trusts, trustee responsibilities, means-tested benefit rules, and tools commonly used to fund and support a trust. If any term or process is unclear, ask for a plain-language explanation so you can confidently evaluate options and plan for the long-term care and financial stability of the beneficiary.
A first-party Special Needs Trust is established to hold assets that belong to the beneficiary, often created when a person with disabilities inherits money or receives a settlement. This trust type is designed so the beneficiary’s own funds are placed into a trust that preserves eligibility for means-tested government benefits. Requirements may include a payback provision to reimburse certain public programs upon the beneficiary’s death. Such a trust must comply with specific statutory rules to be recognized for purposes of benefit eligibility and to avoid jeopardizing the beneficiary’s access to essential services.
A third-party Special Needs Trust is funded by someone other than the beneficiary, typically a parent or family member, and is intended to provide supplemental support without affecting the beneficiary’s eligibility for benefits. Because the funds in a third-party trust are not owned by the beneficiary, they generally avoid a payback requirement to government programs at the beneficiary’s death. These trusts are often used in estate plans to ensure that resources are available for ongoing care, and they can be drafted to provide flexibility in distributions while protecting public benefit status.
A pooled special needs trust is managed by a nonprofit organization that combines resources from multiple beneficiaries for investment purposes while maintaining individual subaccounts for distributions. Pooled trusts are an option for families who prefer to place assets with a community organization rather than appoint a private trustee. They can accept both first-party and third-party funds depending on the program, and may offer administrative efficiencies and professional management. Considerations include fees, the nonprofit’s policies on distributions, and any remainder provisions that apply upon a beneficiary’s death.
A payback provision requires that, upon the beneficiary’s death, remaining assets in a first-party Special Needs Trust be used to reimburse certain public benefit programs for services they provided during the beneficiary’s lifetime. This provision is often mandated by statute for trusts that hold the beneficiary’s own assets. The exact scope and timing of payback obligations can vary by program and trust structure. Understanding how payback provisions operate is essential for families planning how to fund a trust and for setting expectations about the disposition of remaining assets.
Choosing the right trust option requires comparing first-party trusts, third-party trusts, and pooled trusts in light of the beneficiary’s assets, benefit eligibility, and family goals. First-party trusts can protect an individual’s own funds but may include a payback requirement. Third-party trusts avoid payback rules but must be properly drafted and funded through estate planning. Pooled trusts offer an alternative managed by a nonprofit and can be suitable when families prefer professional administration. Each option involves trade-offs in terms of control, cost, administrative burden, and long-term disposition of trust assets, so careful evaluation is recommended.
A limited or narrow trust approach can be suitable when the beneficiary’s immediate needs are modest and the funding source is small or intended for short-term support. In such cases, creating a modest third-party trust or using a pooled trust subaccount may provide the necessary supplemental support without the complexity of a fully comprehensive plan. Families may choose this route when the goal is to address a specific expense or a transitional period until other supports are in place. Even for smaller arrangements, careful drafting helps prevent unintended consequences for benefit eligibility and preserves available resources for the beneficiary.
If a beneficiary already has stable eligibility for benefits and the family prefers minimal administrative overhead, a simpler trust structure may be appropriate. Selecting a pooled trust or a narrowly tailored third-party trust can reduce administrative complexity and costs while still providing supplemental funds for quality-of-life needs. This approach is often chosen by families who want to avoid frequent trustee decision-making or who anticipate limited future changes in circumstances. Regardless of simplicity, the trust must still be drafted to preserve benefits and document distributions appropriately.
A comprehensive legal approach is often necessary when a beneficiary has complex health needs, changing living arrangements, or a substantial amount of assets to manage. In those situations, an integrated plan that includes a Special Needs Trust, powers of attorney, advance health care directives, and potential trust modification provisions helps ensure continuity of care. Comprehensive planning anticipates future events such as changes in eligibility rules, trustee transitions, or the need to coordinate with long-term service providers, providing a holistic framework to support the beneficiary’s welfare over many years.
Families concerned about preserving assets for both the beneficiary and other heirs often need a coordinated estate plan. Comprehensive planning addresses how assets flow at death, uses instruments like pour-over wills and trust funding mechanisms, and sets remainder beneficiaries while protecting benefits during the beneficiary’s lifetime. This level of planning can also incorporate retirement plan designations, life insurance planning, and trustee succession to ensure that the family’s intentions are carried out responsibly and that the beneficiary receives consistent support without jeopardizing vital public benefits.
A comprehensive approach reduces the risk of unintended disqualification from benefits, streamlines administration, and provides clear guidance for trustees and caregivers. By aligning estate planning documents, funding strategies, and caregiving plans, families create a cohesive roadmap that anticipates transitions in care and evolving financial needs. This planning can also ease the administrative burden on loved ones by establishing trustee powers, designated agents under powers of attorney, and instructions for health care decisions. Overall, a unified plan brings clarity, stability, and continuity for the beneficiary and the family.
Coordinated planning also helps families structure tax-efficient transfers, select appropriate funding sources, and preserve assets for long-term use. It can address contingencies such as trustee replacement, beneficiary relocation to another state, or changes in government benefit rules, reducing the need for emergency modifications. Additionally, thoughtful planning communicates family intentions to future decision-makers and can minimize conflicts by establishing clear successor arrangements and distribution standards, making it more likely that the beneficiary’s needs will be met consistently and respectfully.
One primary advantage of a comprehensive trust plan is preserving qualification for means-tested benefits while allowing access to additional resources for unmet needs. The trust framework defines permissible distributions that enhance quality of life without displacing public benefits, covering costs such as therapies, transportation, adaptive equipment, and enrichment activities. Properly coordinated documentation and trustee direction prevent accidental disqualifying transfers and help ensure that the beneficiary continues to receive critical services while benefiting from supplemental funding held in trust.
Comprehensive planning provides a durable structure for managing benefits, care coordination, and the eventual transition of resources, promoting long-term stability for the beneficiary. It establishes successor arrangements, remainder provisions, and funding mechanisms to support continuity of care throughout the beneficiary’s life and beyond. This helps families plan for circumstances such as the death or incapacity of a caregiver, and ensures that remaining assets are distributed in accordance with the family’s wishes, all while protecting the ongoing needs of the beneficiary.
Begin planning as soon as possible to allow time for thoughtful decisions about funding, trustee selection, and coordination with public benefits. Early planning gives families time to structure retirement and life insurance designations, create pour-over wills, and decide on remainder beneficiaries without haste. Clear communication with siblings, caregivers, and future trustees reduces uncertainty and can prevent conflicts later. Documenting priorities for the beneficiary’s care, preferred living arrangements, and discretionary spending guidelines helps trustees make decisions that align with family values and the beneficiary’s best interests.
Regular reviews of the trust and related estate planning documents are essential as the beneficiary’s needs, family circumstances, and public benefit rules change over time. Schedule periodic check-ins to evaluate funding sufficiency, trustee arrangements, and changes in medical or living situations. Revisiting beneficiary designations, retirement accounts, and insurance policies ensures alignment with the trust plan. Timely updates help prevent unintended disqualifications, address new care priorities, and incorporate legal developments that could affect the trust’s effectiveness.
Families consider a Special Needs Trust to preserve public benefit eligibility while providing supplemental support that enhances the beneficiary’s life. Trusts can cover noncovered services, recreational activities, transportation, assistive technology, and educational opportunities that improve day-to-day living. Establishing a trust also formalizes plans for long-term care and designates who will manage financial resources. Many families also use trusts to reduce conflict, provide continuity of care, and ensure that assets intended for the beneficiary are not inadvertently consumed by extended care costs or misdirected due to unclear legal documents.
Another important reason to create a Special Needs Trust is to plan for unforeseen events such as the death or incapacity of a caregiver, beneficiary relocation, or changes in public benefit eligibility. A trust provides a legal mechanism for asset management and distribution that can be tailored to changing needs and circumstances. By establishing trustee guidance, successor designations, and funding strategies in advance, families reduce the risk of emergency decisions and ensure a measured response that protects both the beneficiary’s services and their supplemental standard of living.
Typical circumstances prompting the creation of a Special Needs Trust include receiving an inheritance or settlement for a person with disabilities, planning for the care of a minor who will become an adult, or wanting to preserve eligibility for Medi-Cal and SSI while providing extra support. Families also turn to trusts when planning distributions from a deceased relative’s estate, establishing life insurance funding, or coordinating care across multiple providers. In each case, a tailored trust helps manage funds responsibly and maintain vital benefits for the beneficiary.
When a person with disabilities receives an outright inheritance or settlement, placing those funds into a first-party Special Needs Trust can protect eligibility for means-tested benefits. The trust converts individual assets into a managed source of supplemental funds administered by a trustee, while typically including a payback provision required by certain programs. Early action to establish a trust after receipt of funds is important to avoid disqualifying transfers and to ensure that the beneficiary continues to receive necessary public support while benefitting from additional resources.
Parents often set up third-party Special Needs Trusts as part of their estate plans to provide for an adult child’s future needs without compromising public benefits. This approach allows parents to fund the trust through a will, life insurance, or other estate assets while avoiding payback obligations associated with first-party trusts. Careful documentation and integration with guardianship nominations, powers of attorney, and advance health care directives create a comprehensive plan that supports the beneficiary’s well-being both during the parents’ lifetimes and afterward.
Families may require a trust when they want to supplement government benefits with discretionary payments for needs that public programs do not cover. A properly drafted trust can make discretionary distributions for personal items, enrichment activities, and health-related expenses that enhance the beneficiary’s life without causing loss of benefits. Trustee awareness of benefit rules and consistent recordkeeping help maintain eligibility, and the trust serves as a formal structure for delivering supplemental support in a manner that respects both legal constraints and the beneficiary’s personal preferences.
The Law Offices of Robert P. Bergman provides estate planning services for residents of Los Altos Hills, San Jose, and nearby areas in Santa Clara County. Our offerings include revocable living trusts, wills such as pour-over wills, financial powers of attorney, advance health care directives, general assignments to trust, certification of trust documents, and a variety of trust types including irrevocable life insurance trusts, retirement plan trusts, special needs trusts, and pet trusts. We also assist with guardianship nominations, Heggstad petitions, and trust modification petitions to address changing circumstances. Call 408-528-2827 to discuss your situation and learn how careful planning can provide security and clarity for your family.
Families choose our firm for thoughtful, practical estate planning that addresses the legal, financial, and caregiving issues relevant to Special Needs Trusts. We focus on drafting clear trust language, coordinating funding strategies, and integrating documents like powers of attorney and advance health care directives so the plan functions smoothly over time. Our process includes listening to family priorities, explaining options in plain language, and preparing documents that reflect those goals while protecting benefit eligibility and anticipating future changes.
We provide support throughout the lifecycle of an estate plan, from initial document preparation to trust administration and potential modifications. That continuity is valuable when circumstances evolve, such as changes in the beneficiary’s needs or family structure. Our goal is to offer practical guidance on trustee selection, funding choices, and coordination with care providers to ensure the beneficiary receives consistent, responsible support that preserves access to public programs and supplemental resources.
Our office serves families in Los Altos Hills and the broader San Jose area, addressing local rules and logistical considerations while maintaining a statewide perspective on benefit eligibility and trust options. We help clients create pour-over wills, retirement plan trusts, irrevocable life insurance trusts, and other instruments that work together with Special Needs Trusts. When questions arise about Medicaid planning, pooled trusts, or trust administration, we provide clear guidance and practical next steps to help families implement their plans confidently.
Our legal process begins with an intake meeting to understand the beneficiary’s needs, family priorities, and financial situation. We assess benefit eligibility, funding sources, and desired trustee arrangements, then recommend a trust structure that aligns with those factors. Drafting follows careful review and client input, and we deliver clear trust documents, pour-over wills, powers of attorney, and advance health care directives. After execution, we explain trustee responsibilities and provide guidance on funding the trust and maintaining records to preserve benefits and support long-term administration.
The first step is a focused consultation to gather facts about the beneficiary’s health, benefits, assets, and family goals. We discuss sources of potential funding, such as savings, life insurance, retirement accounts, and estate transfers, and review current benefit status. During this assessment, we identify immediate actions to protect eligibility, recommend the type of trust best suited to your situation, and outline next steps including document drafting, funding strategies, and trustee considerations to create a practical plan for the beneficiary’s long-term support.
Collecting detailed financial and benefits information is essential to select the appropriate trust structure. We review account types, retirement designations, insurance policies, and any incoming funds such as inheritances or settlements. We also confirm current participation in programs like Medi-Cal and Supplemental Security Income and note any deadlines or reporting requirements. This information guides whether a first-party, third-party, or pooled trust is most suitable and helps us tailor trust language to the beneficiary’s unique circumstances.
Equally important is understanding the beneficiary’s daily care needs, preferred living arrangements, and the family’s wishes regarding distributions and oversight. We discuss potential trustees, successor trustees, and whether a private or nonprofit trustee is preferred. These conversations help define the trustee’s discretionary authority, reporting expectations, and guidance for distributions that support quality of life while preserving benefits. Clear directives reduce conflicts and support consistent administration over time.
Once the plan is agreed, we prepare the trust documents and related estate planning instruments, such as pour-over wills, financial powers of attorney, advance health care directives, and certificates of trust. Drafting emphasizes clarity in permissible distributions, trustee powers, and successor arrangements. We also include provisions for recordkeeping and coordination with benefit programs. Clients review drafts and provide feedback, and we finalize documents to ensure they reflect the family’s objectives and comply with relevant legal requirements for preserving benefit eligibility.
Drafting focuses on setting clear distribution standards that allow the trustee to provide supportive items without replacing benefits. Language typically identifies categories of allowable expenditures and grants discretion to address emergent needs in ways consistent with preserving eligibility. Good drafting balances specificity with flexibility so trustees can respond to changing circumstances while following documented family priorities. This clarity helps prevent disputes and supports prudent administration over the life of the trust.
During drafting we also plan how to fund the trust and review beneficiary designations on retirement accounts and life insurance. We provide strategies to align estate documents so assets flow to the trust if intended, such as using pour-over wills and proper ownership transfers. Addressing these funding steps at the drafting stage reduces future gaps and ensures the trust is effectuated in the way the family expects, minimizing the need for emergency court actions or last-minute changes.
After documents are signed, we guide clients through funding the trust, updating beneficiary designations, and transferring titles or accounts where appropriate. We provide trustees with practical instructions on recordkeeping, reporting, and coordinating with benefit administrators to avoid disqualifying transactions. Our firm remains available for follow-up, trustee transitions, and trust modifications as circumstances change, helping families maintain the effectiveness of the plan over the long term.
Funding the trust is a critical step that often involves retitling bank or brokerage accounts, designating beneficiaries appropriately, and ensuring insurance proceeds or retirement assets are directed as planned. We assist clients with the practical steps and documentation needed to complete transfers and provide written guidance for trustees on maintaining accurate records. Proper funding ensures that the trust can operate as intended and that discretionary distributions support the beneficiary without jeopardizing program eligibility.
Once the trust is in place, administration requires ongoing attention to distributions, recordkeeping, and adapting to changes in the beneficiary’s situation or in benefit rules. We advise trustees on best practices for documentation and guide families when trust modifications, successor trustee appointments, or Heggstad and trust modification petitions become necessary. Periodic reviews help ensure the trust continues to meet the beneficiary’s needs and family objectives over time.
A Special Needs Trust is a legal arrangement that holds assets for the care of a person with disabilities while preserving eligibility for public benefits such as Medi-Cal and Supplemental Security Income. The trust is written so that distributions are made for supplemental items not covered by public programs, such as therapies, transportation, education, and quality-of-life expenses. The trustee manages the trust assets and makes discretionary distributions in line with trust terms and benefit rules to avoid disqualification. Trusts can be funded through different sources and structured in various ways depending on whether the funds belong to the beneficiary or to third parties. Proper drafting, clear distribution standards, and conscientious administration are essential to maintaining eligibility and providing meaningful supplemental support throughout the beneficiary’s life.
Common funding sources for a Special Needs Trust include personal savings, inheritances, lawsuit settlements, life insurance proceeds, and designated retirement plan distributions. Families may use a pour-over will to transfer assets into a third-party trust at death or retitle accounts during lifetime transfers to fund the trust. Each funding method has different legal and tax implications that should be assessed in context. Coordinating beneficiary designations on retirement accounts and insurance policies with the trust is especially important. For retirement assets, specific planning is needed to avoid unintended tax consequences or disqualification of benefits, while life insurance can be an efficient way to provide trust funding without immediate disruption to benefit status.
A first-party Special Needs Trust holds assets that belong to the beneficiary, such as an inheritance or personal injury settlement, and often includes a payback provision to reimburse certain government programs upon the beneficiary’s death. This trust type protects eligibility while using the beneficiary’s own funds for supplemental needs. A third-party Special Needs Trust is funded by someone other than the beneficiary, typically a parent or relative, and generally does not require payback. Third-party trusts are frequently used in estate plans to leave assets for a beneficiary’s care without impacting benefit eligibility. The choice between these trusts depends on who owns the funds, the family’s goals, and legal requirements.
A properly drafted Special Needs Trust should preserve eligibility for Medi-Cal and SSI by ensuring that trust assets are not counted as the beneficiary’s personal resources. Distributions must be managed carefully to avoid replacing benefits that these programs provide. Trustees should be familiar with what types of expenditures are considered allowable and should keep thorough records of distributions and their purposes. It is important to coordinate with benefit administrators and review trust operations regularly because changes in program rules or in the beneficiary’s circumstances could affect eligibility. Consulting with counsel when making significant distributions helps reduce the risk of unintended consequences.
Family members often serve as trustees because they understand the beneficiary’s needs and family dynamics. When a family member serves, it is important to document clear distribution standards, recordkeeping procedures, and reporting expectations to reduce stress and potential conflict. A family trustee should be comfortable managing financial matters, maintaining accurate records, and following the trust’s instructions to preserve benefit eligibility. Some families choose to name a professional or nonprofit trustee as co-trustee or successor trustee to provide administrative support or continuity. The selection should balance the desire for personal knowledge of the beneficiary with the practical demands of trust administration and the family’s comfort with trustee duties and potential fees.
What happens to trust assets at the beneficiary’s death depends on the trust terms and whether payback provisions apply. For first-party trusts, statutes may require reimbursement to certain public benefit programs for services provided during the beneficiary’s lifetime. For third-party trusts, the remainder typically passes to designated beneficiaries according to the trust document without mandatory payback. Trust language should clearly specify remainder beneficiaries, any charitable provisions, and procedures for final accounting. Families should plan these dispositions in advance and coordinate them with the broader estate plan to reflect their wishes while complying with applicable rules.
Pooled trusts, managed by nonprofit organizations, can be a good option for families who prefer professional administration or who lack a willing private trustee. These trusts hold assets in a pooled investment account with individual subaccounts for each beneficiary. Pooled trusts may accept first-party and third-party funds depending on their structure and offer administrative services that simplify recordkeeping and distributions. Considerations include the nonprofit’s fee structure, its policies on discretionary distributions, and any remainder provisions. Families should compare pooled trust terms with private trustee arrangements to determine which approach best balances administrative ease, cost, and alignment with family goals.
A Special Needs Trust should be reviewed periodically, at least every few years, and whenever there is a significant change in the beneficiary’s health, living arrangements, or benefit status. Reviews should also follow major life events such as the death of a caregiver, a change in trustee, receipt of an inheritance, or legislative updates that affect public benefits. Regular reviews ensure that distribution standards, trustee arrangements, and funding strategies remain appropriate. Updating the plan when necessary helps prevent unintended disqualification from benefits and keeps the trust aligned with current family priorities. Maintaining open communication among family members and advisers supports timely adjustments and reduces surprises during transitions.
Life insurance can provide efficient third-party funding for a Special Needs Trust, offering a way to pass resources for a beneficiary’s care without immediately impacting benefit eligibility. Naming the trust as a policy beneficiary or using an irrevocable life insurance trust are common strategies to ensure proceeds fund supplemental needs. Retirement accounts require careful planning because distributions from those accounts may have tax consequences and could affect benefit eligibility if not coordinated with the trust structure. Proper coordination means reviewing plan beneficiary designations and considering whether retirement assets should be used during life or funded into a trust at death. Professional guidance helps families choose the most appropriate combination of insurance and retirement planning for long-term support.
If a loved one receives an inheritance or settlement, immediate steps include consulting with counsel to determine whether funds should be placed into a Special Needs Trust to protect benefit eligibility. Prompt action helps avoid disqualifying transfers and ensures the funds are managed in a way that supports the beneficiary’s needs. Establishing a first-party trust quickly after receipt of funds is often necessary to preserve access to public programs. You should also review existing estate planning documents and beneficiary designations, notify relevant financial institutions, and plan for trustee appointment and administrative procedures. Taking these steps early reduces the risk of benefit disruption and puts a framework in place for prudent long-term management of the new resources.
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