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If the trust is accessible and verification is received that only a portion of the trust is available to the individual, only that portion is counted in the resource determination. If verification is not received, the full value of the trust is considered available. NOTE: Eligibility staff members must submit all trusts and support agreements to the Trust and Annuity email box: HHSHCSDTrustandAnnuityReviews@mt.gov. ACCESSIBILITY: The trust may be designated as revocable or irrevocable. Trust funds are considered inaccessible (excluded) to the household if all of the following are met: 1. The trust arrangement is not likely to cease during the certification period, and the household member(s) does not have the power to revoke the trust arrangement or change the name of the beneficiary during the certification period; and, 2. The trustee administering the funds is either: a. a court, institution, corporation, or organization is not under the direction or ownership of any household member; or, b. an individual appointed by the court having court imposed limitations placed on the use of the funds; and, 3. Trust investments made on behalf of the trust do not directly involve or assist any business or corporation under the control, direction, or influence of a household member; and, 4. Funds held in irrevocable trust are either: a. the household’s own funds, if the trustee uses the funds solely to make investments on behalf of the trust or to pay the educational or medical expenses of any person named by the household creating the trust; or, b. non-household funds by a non-household member. Effective Date: November 1, 2019