ChSNC Practice Questions - ChSNC Chartered Special Needs Consultant Exam

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Grandparents want to leave $250,000 to their disabled grandson. Which planning structure preserves SSI/Medicaid AND allows remainder to pass to non-disabled siblings without Medicaid payback?

A first-party SNT created with the grandson's funds A third-party SNT funded through the grandparents' estate plan A pooled trust under 42 USC §1396p(d)(4)(C) An UTMA account naming the grandson

Correct Answer:

A third-party SNT funded through the grandparents' estate plan

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