Memorandum to Client: Funding and Administering Third-Party Special Needs Trust (GA) | Practical Law

Memorandum to Client: Funding and Administering Third-Party Special Needs Trust (GA) | Practical Law

A Standard Document that counsel can give to a client after establishing a third-party special (or supplemental) needs trust (SNT) under Georgia law. This memorandum gives the trust creator, or settlor, important information and instructions regarding the SNT, including how to fund the SNT and the trustee's duties in administering the SNT.

Memorandum to Client: Funding and Administering Third-Party Special Needs Trust (GA)

Practical Law Standard Document w-000-6928 (Approx. 15 pages)

Memorandum to Client: Funding and Administering Third-Party Special Needs Trust (GA)

by Practical Law Trusts & Estates
Law stated as of 04 Aug 2023Georgia
A Standard Document that counsel can give to a client after establishing a third-party special (or supplemental) needs trust (SNT) under Georgia law. This memorandum gives the trust creator, or settlor, important information and instructions regarding the SNT, including how to fund the SNT and the trustee's duties in administering the SNT.