third-party-snt
Third-Party Special Needs Trust
Why This Skill Exists
Third-party SNTs fail for two reasons: they contain language that causes the trust corpus to be treated as an available resource for public benefits purposes, or they make distributions that constitute in-kind support and maintenance (ISM) and reduce or eliminate SSI. A trust that pays rent directly to a beneficiary's landlord without cost-benefit analysis can cost the beneficiary their entire SSI check. A trust that omits the spendthrift clause can be reached by creditors.
This skill produces a jurisdiction-aware, irrevocable third-party SNT that preserves SSI and Medicaid eligibility, uses solely supplemental distribution standards, requires no Medicaid payback at termination, and includes trustee guidance on ISM avoidance. The primary distinction from first-party/self-settled SNTs (42 U.S.C. § 1396p(d)(4)(A)) is that no payback provision is required or included — this trust holds assets that never belonged to the beneficiary. [VERIFY state-specific treatment of third-party SNTs under applicable Medicaid manual]
Checkpoint A: Pre-Draft Intake (Mandatory)
Gather before drafting unless user says "use defaults":
More from casemark/skills
amicus-coalition-management
Manages multi-organization appellate amicus briefs with single-pen drafting, coalition sign-offs, conflict triage, and compliant disclosures. Use when coordinating a coalition amicus brief, managing amicus sign-on, handling FRAP 29 or Supreme Court Rule 37.6 disclosures, or preparing cover and interest sections for multiple amici.
2amicus-interest-statement
>
2amended-restated-certificate
Drafts a Delaware Amended and Restated Certificate of Incorporation implementing VC term sheet economics and governance into DGCL-compliant charter provisions. Use when drafting or revising a Delaware A&R certificate, preferred stock charter terms, Series Seed/A/B financing charter, blank check preferred authority, or implementing cap structure from a term sheet or SPA.
2amicus-brief
Drafts and analyzes U.S. appellate amicus curiae briefs for non-parties with Rule 29/Rule 37 compliance, unique perspective development, and Bluebook-ready citations. Use when asked to draft or review an amicus brief, friend-of-the-court brief, non-party brief, or anything involving FRAP 29, Supreme Court Rule 37, or appellate amicus practice.
2adoption-summary
>-
2appeal-summary
Generates structured analytical summaries of appellate documents covering procedural posture, issues on appeal, standards of review, and strategic assessment. Use when onboarding to an appeal, preparing for oral argument, evaluating appellate risk, or summarizing the appellate record.
2