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DEPARTMENT FOR AGING AND REHABILITATIVE SERVICES AUXILIARY GRANT PROGRAM NON-SSI RESOURCE ELIGIBILITY 11/18 CHAPTER E PAGE 117 If the trust was established… And contains… Then follow instructions in:

Assets of a third party and the individual when all of the individual’s assets that were transferred into the trust were transferred on or after 1/1/00 Trust Policy B for the individual’s portion

Trust Policy A for the third party’s portion

Only assets of third parties Trust Policy A

65. Trusts – General Information This section of trust policy provides definitions of terms commonly used in trusts and the procedure for referring trusts to the AAG for evaluation. 65.1. Definitions 65.1.1. Asset For purposes of this section, an asset is any income or resource of the individual or the individual's spouse including: • Excluded income. • Excluded resources. • Any other payment or property to which the individual or individual's spouse is entitled, but does not receive or have access to because of action by: