GOALS:
1. To satisfy the SSA that disabled DL does not have available assets which render her ineligible for an otherwise already perfected and approved (on medical grounds) SSI (which includes MA) application, and obtain immediate approval, backpayment and monthly payment of SSI for Doris. Hennepin County/the state are subordinate to the SSA and will follow SSA decision.
2. To immediately insure that (mother) AL’s judgment of $31,000.00
odd is repaid from funds in the special needs trust, and any other available
assets, inclusive the annuity owned by Doris, which may have a minimal
value and which pays out starting in 2019, with any remainder being paid
from disabled DL’s SSI backpayment.
3. At some point or future point, if possible, set up a special needs
trust for disabled DL, from funds owned by (mother) AL, with the specific
agreement that disabled DL will not make any inheritance or future claims
on (mother) AL’s assets or estate, because of the special needs trust
established.
4. At some point or future point, if possible, set up educational trusts
for the two granddaughters (on the daughter of (mother) AL’s son
and the other being disabled DL’s daughter, (disabled person's daughter)
KL) of (mother) AL; in a manner that will not impact on disabled DL’s
SSI and MA benefits.