This is a written statement drawn up by the person creating the trust (the “grantor”, often a parent of the beneficiary), that outlines the wishes of the parents as to how the money in the Supplemental Needs Trust should be used for the beneficiary, where the beneficiary should live, how the residence will be maintained, who will monitor the care and any other items important to the grantor. Weight will be given to the grantor’s intent in the creation of the trust if a situation arises and it is unclear on how to proceed in trust administration.
By Esther Schwartz Zelmanovitz
