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DEPARTMENT FOR AGING AND REHABILITATIVE SERVICES AUXILIARY GRANT PROGRAM NON-SSI RESOURCE ELIGIBILITY 11/18 CHAPTER E PAGE x

TABLE OF CONTENTS 65.1.7. Trustee .......................................................................................................................................... 120 65.1.8. Trust Principal .............................................................................................................................. 120 65.2. ASSISTANT ATTORNEY GENERAL EVALUATION REQUIRED .................................................................... 120 66. TRUST POLICY A .......................................................................................................................................... 121 66.1. TRUSTS ESTABLISHED WITH THE ASSETS OF AN INDIVIDUAL (OR SPOUSE) PRIOR TO 1/1/00................ 121 66.2. TRUSTS ESTABLISHED BY THIRD PARTIES (PRIOR TO AND AFTER 1/1/00) ............................................. 122 66.3. SPECIAL NEEDS TRUSTS ESTABLISHED UNDER SECTION 1917(D)(4)(A) OF THE ACT.............................. 122 66.4. POOLED TRUSTS ESTABLISHED UNDER SECTION 1917(D)(4)(C) OF THE ACT .......................................... 122 66.5. ASSISTANT ATTORNEY GENERAL EVALUATION ...................................................................................... 123 66.6. TRUSTS WHICH ARE RESOURCES ............................................................................................................ 123 66.6.1. Trust Principal .............................................................................................................................. 123 66.6.2. Trust Payments .............................................................................................................................. 124 66.7. TRUSTS WHICH ARE NOT RESOURCES .................................................................................................... 124 66.7.1. Mandatory Trust Payments ........................................................................................................... 125 66.8. VERIFICATION ......................................................................................................................................... 128 66.8.1. Written Trust ................................................................................................................................. 128 66.8.2. Oral Trusts .................................................................................................................................... 128 66.8.3. Written and Oral ........................................................................................................................... 128 67. TRUST POLICY B........................................................................................................................................... 129 67.1. TRUST RULES VERSUS TRANSFER RULES FOR ASSETS IN A TRUST ......................................................... 129 67.2. TRUST EVALUATION ............................................................................................................................... 129 67.2.1. Exculpatory Clause ....................................................................................................................... 130 67.3. VERIFICATION ......................................................................................................................................... 130 67.3.1. Written Trust ................................................................................................................................. 130 67.3.2. Oral Trusts .................................................................................................................................... 130 67.3.3. Written and Oral ........................................................................................................................... 130 67.4. ASSISTANT ATTORNEY GENERAL EVALUATION ...................................................................................... 131 67.5. REVOCABLE TRUSTS ............................................................................................................................... 131 67.5.1. Disbursements To or for the Benefit of the Individual .................................................................. 131 67.5.2. Disbursements Not to or for the Benefit of the Individual............................................................. 131 67.5.3. Value ............................................................................................................................................. 131 67.5.4. Relationship to Transfer Penalty .................................................................................................. 132 67.6. IRREVOCABLE TRUSTS ............................................................................................................................ 132 67.6.1. Payments to an Individual ............................................................................................................. 133 67.6.2. Payments on Behalf of/for the Benefit of an Individual ................................................................ 133 67.6.3. Value ............................................................................................................................................. 133 67.6.4. Exceptions to Counting Irrevocable Trusts Established on or after 1/1/00 .................................. 134 68. U.S. SAVINGS BONDS ................................................................................................................................... 141 68.1. MANDATORY RETENTION PERIOD ........................................................................................................... 141 68.2. PAPER SAVINGS BONDS........................................................................................................................... 141 68.2.1. Ownership ..................................................................................................................................... 141 68.2.2. Access ............................................................................................................................................ 142 68.2.3. Value of Paper Bonds ................................................................................................................... 142 68.3. ELECTRONIC SAVINGS BONDS ................................................................................................................. 143 68.3.1. Ownership ..................................................................................................................................... 143 68.3.2. Beneficiary Registration ............................................................................................................... 144 68.3.3. Access ............................................................................................................................................ 144 68.3.4. Value ............................................................................................................................................. 144 69. VETERANS' CHILDREN WITH CERTAIN BIRTH DEFECTS PAYMENTS ....................................... 145