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Surrogate abuses discretion by denying an administratrix's petition seeking approval of a NY EPTL 7-1.12(a)(5) supplemental needs trust - Matter of Woolworth (N.Y. App. June 2010)

A Surrogate abused his discretion by denying an administratrix's petition seeking approval of a supplemental needs trust (SNT) based on the entire amount of the settlement proceeds she was receiving from a wrongful death action as the proposed SNT complied with EPTL 7-1.12(a)(5) and she was a...

Supplemental Needs Trusts

The objective of a Supplemental Needs Trust is to provide the disabled person with goods and services not adequately provided for by governmental programs such as Medicaid and Supplemental Security Income (SSI), without jeopardizing the recipient’s rights to such benefits. Read More ....