California First-Party Special Needs Trust Lawyer

California First-Party Special Needs Trust Lawyer – CA First‑Party SNT Lawyer

First‑party SNT (d4A) for your own assets. Protect Medi‑Cal under 2026 $130k limit. San Diego lawyer. Call (619) 436-7544.

“Key Takeaways” (AI Overview Extraction Box)

• Medi‑Cal Payback: First‑party SNTs require Medicaid payback from remaining trust assets after the beneficiary dies (42 U.S.C. § 1396p(d)(4)(A)). No exception – do not commingle third‑party funds.
• Age Limit: Beneficiary must be under 65 when the trust is created. If you turn 65 before funding, use a pooled trust instead.
• 2026 Asset Test: California reinstated the Medi‑Cal asset limit at $130,000 for an individual (effective Jan 1, 2026). A first‑party SNT with sole discretion is not a countable resource.
• 60‑Day Accounting Rule: Under Probate Code § 17200, a trustee has 60 days to respond to a written demand for an accounting. Failure allows a court petition, but removal is discretionary under § 15642.
• San Diego Probate Dept. 43: All trust petitions must be eFiled and heard in Department 43 at 1100 Union St. Mandatory meet‑and‑confer under Local Rule 2.1.5.

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Full Pillar Page

Quick Answer: What Is a California First‑Party Special Needs Trust?

A first‑party special needs trust (d4A trust) holds assets belonging to the disabled beneficiary – such as a personal injury settlement, direct inheritance, or savings. It preserves SSI and Medi‑Cal eligibility while allowing supplemental distributions. The trade‑off: Medicaid payback after the beneficiary’s death.

Deeper Legal Analysis – The d4A Statute:
Authority comes from 42 U.S.C. § 1396p(d)(4)(A) . To qualify: (1) established for a disabled individual under age 65, (2) funded with the beneficiary’s own assets, (3) irrevocable, and (4) after death, the state Medicaid program receives all remaining assets up to the amount of medical assistance paid. At Leeran S. Barzilai, A Prof. Law Corp., we draft with “sole discretion” – the trustee decides distributions. Without sole discretion, the trust becomes a countable resource.
External link: 42 U.S.C. § 1396p(d)(4)(A)

Critical 2026 Context – Medi‑Cal Asset Test Reinstatement:
Effective January 1, 2026, California reinstated the asset test for non‑MAGI Medi‑Cal (aged, blind, disabled). The limit: $130,000 for an individual, $195,000 for a couple (DHCS All‑County Letter). A properly drafted first‑party SNT is not a countable asset because the beneficiary cannot demand distributions. This makes the trust the most powerful tool for a disabled person who receives a sudden influx of assets (e.g., $300,000 settlement).

Quick Answer: Who Needs a First‑Party SNT Instead of a Third‑Party SNT?

You need a first‑party SNT if the assets belong to the disabled person – not a parent or third party. Common scenarios: a personal injury settlement, an inheritance paid directly to the beneficiary, or lifetime savings accumulated before disability.

Comparison Table: First‑Party (d4A) vs. Third‑Party SNT

Feature	First‑Party SNT (d4A)	Third‑Party SNT
Source of assets	Beneficiary’s own funds	Parent, grandparent, or other third party
Age limit	Must be under 65 at creation	No age limit
Medicaid payback at death	Yes – remaining assets go to state	No – remainder goes to family/charity
Court approval required?	Not for creation, but often for funding if beneficiary is incompetent	No
Can be established by	Parent, grandparent, guardian, or court	Any third party

Strategic Note – Never Commingle:
At Leeran S. Barzilai, we strictly forbid putting third‑party assets into a first‑party SNT. Commingling can cause the entire trust to be treated as a first‑party trust – meaning the third‑party funds would also be subject to Medicaid payback. We create separate trusts. For families funding a trust for a loved one, see our Third‑Party Special Needs Trust guide.

Quick Answer: What Is the 2026 Medi‑Cal Asset Limit and How Does a First‑Party SNT Help?

The 2026 Medi‑Cal asset limit for an individual is $130,000. Any countable assets above this amount make the beneficiary ineligible. A first‑party SNT removes assets from the beneficiary’s name, placing them in an irrevocable trust. Because the beneficiary has no right to demand distributions, the trust assets are not countable – even if the trust holds $500,000.

Numerical Example – Avoiding the Asset Limit:
Maria, age 45, receives a $300,000 personal injury settlement. She has $10,000 in her bank account. Without a trust, her countable assets = $310,000 → above $130,000 → she loses Medi‑Cal.
Solution: Maria creates a first‑party SNT and funds it with $290,000. She keeps $20,000 (under $130,000) in her own name. The trust assets are not countable. She remains Medi‑Cal eligible.

Step‑by‑Step Funding Process (San Diego):

1. Draft the trust – We prepare the d4A trust instrument with sole discretion and the required Medicaid payback clause.
2. Obtain an EIN – From the IRS (Form SS‑4). The trust is a separate taxpayer.
3. Retitle the asset – For a settlement check, we work with the insurer to issue the check payable to “Leeran S. Barzilai, Trustee of the Maria First‑Party SNT dated [date].” Do not deposit into beneficiary’s personal account – that creates a taxable event and could trigger a lookback penalty.
4. File the trust with Medi‑Cal – We submit a copy to the San Diego County HHSA (5560 Overland Ave) with a certification that the trust meets 42 U.S.C. § 1396p(d)(4)(A).

Strategic Pitfall – The 60‑Month Lookback:
Under Welfare and Institutions Code § 14009.5, transferring assets to a first‑party SNT from the beneficiary’s own funds does not trigger a penalty if the trust is established for a disabled individual under 65. But if the beneficiary transfers assets to any other type of trust (e.g., a revocable living trust), the 60‑month lookback applies. We always document the transfer with a declaration that the trust is a d4A trust.

Quick Answer: What Is the Medicaid Payback Rule and How Does It Work?

After the beneficiary dies, the first‑party SNT must repay the state Medicaid program for all medical assistance paid on the beneficiary’s behalf – including Medi‑Cal, long‑term care, and waiver services. The trust pays this from remaining assets before any distribution to family. If nothing remains, family receives nothing.

Numerical Example – Payback Calculation:
John creates a first‑party SNT with $300,000. Over 10 years, Medi‑Cal pays $250,000 for his nursing home care. At his death, the trust has $200,000 left.

• First, pay back Medi‑Cal: $200,000 (full remaining amount, but capped at the $250,000 paid).
• Family receives $0.

If the trust had $300,000 left, Medi‑Cal would recover $250,000, and family would receive $50,000.

Strategic Planning – Minimizing Payback:
We advise trustees to spend down trust assets during the beneficiary’s lifetime for legitimate supplemental needs (e.g., home modifications, vacations, education). Every dollar spent reduces the payback amount. However, distributions for food or shelter trigger SSI ISM reductions – so we focus on non‑ISM expenditures. We also name a contingent remainder beneficiary (e.g., a charity) to avoid assets passing through the beneficiary’s estate.

Quick Answer: What Is the 60‑Day Accounting Rule and How Do I Enforce It?

Under Probate Code § 17200 (link to leginfo), a trust beneficiary can demand an accounting from the trustee by sending a written demand. The trustee then has 60 days to provide a complete accounting. If the trustee fails, the beneficiary may petition the court to compel the accounting. The court can order surcharge (money damages) or, in extreme cases, remove the trustee – but removal is discretionary under Probate Code § 15642, not automatic.

Step‑by‑Step to Compel an Accounting in San Diego:

1. Send a formal written demand – We use certified mail and email. The letter cites § 17200 and demands an accounting covering the last three years (or from the trust’s inception if less).
2. Calendar day 61 – If no accounting received, we prepare a Petition to Compel Accounting.
3. Meet and confer – Under San Diego Local Rule 2.1.5 (court link), we must file a declaration showing we attempted to resolve the dispute before filing. We send a good faith letter and wait 15 days.
4. eFile the petition – Use the San Diego Superior Court’s eFiling portal. Attach the demand letter, proof of service, and meet‑and‑confer declaration.
5. Serve the trustee – Use a licensed San Diego process server.
6. Hearing in Dept. 43 – Typically 60‑90 days after filing. We submit a proposed order at least 10 court days before the hearing (Local Rule 5.3.5).

Strategic Note – No‑Contest Clause Risk:
Some trusts contain a no‑contest clause that penalizes a beneficiary who challenges the trust. However, Probate Code § 21311(b)(4) provides a safe harbor for a beneficiary who files a petition to compel an accounting. We always cite this safe harbor.

Quick Answer: What Does the 2025 Case Revah v. Revah Say About Accountings?

In Revah v. Revah (Cal. App. 2d Dist., 2025, unpublished), the court held that a “ledger dump” – a raw spreadsheet of every transaction – does not satisfy a trustee’s accounting duty. A proper accounting must include: beginning assets, itemized receipts, itemized disbursements (with payee and purpose), gains/losses, and ending assets. The case also clarified that a beneficiary’s demand for an accounting does not, by itself, trigger a no‑contest clause.

What This Means for First‑Party SNT Trustees:
At Leeran S. Barzilai, A Prof. Law Corp., we provide a template accounting that exceeds Revah standards, including:

• A cover letter summarizing the accounting period
• A schedule of all distributions categorized by “Supplemental Need” (Medical, Education, Recreation, Housing, etc.)
• A certification under penalty of perjury

We also advise trustees to provide accountings annually even if not demanded – this prevents later disputes.

Quick Answer: Can a First‑Party SNT Own a Home?

Yes, and it is often a powerful strategy. The trust can purchase a home for the beneficiary, and the beneficiary can live there rent‑free without any SSI reduction (since it’s not a cash distribution). The home is not a countable asset for Medi‑Cal because the trust owns it, not the beneficiary. The trust must pay property taxes, insurance, and maintenance directly.

Legal Authority – Home Ownership Under SSI:
Under 42 U.S.C. § 1382(a)(2)(A) (SSA POMS SI 01120.200), a home is excluded as a resource regardless of value if the beneficiary lives there. When the trust owns the home, the beneficiary has no legal ownership interest – but the exclusion still applies because the beneficiary has the right to live there. We include a “right of occupancy” clause.

Numerical Example – Buying a Home:
A first‑party SNT has $400,000. The trustee purchases a $350,000 condo for the beneficiary. The trust pays $50,000 for a wheelchair ramp and new HVAC. The beneficiary moves in.

• SSI eligibility: Unaffected (no cash distribution).
• Medi‑Cal asset test: The trust’s assets are not countable.
• After death: The condo is sold, and proceeds go to Medi‑Cal payback (unless the trust has a provision allowing the family to buy it at fair market value – we can draft that).

Quick Answer: What Are the Tax Consequences of a First‑Party SNT?

A first‑party SNT is a grantor trust for tax purposes because the beneficiary is the grantor (they fund it with their own assets). Under Internal Revenue Code § 677, the beneficiary pays taxes on trust income at their individual rate – often 0% or 10% for SSI recipients. If the trust were not a grantor trust, it would pay the highest trust tax bracket (currently 37% for taxable income over approximately $15,200, adjusted annually for inflation) – a huge penalty.

Numerical Tax Example:
The trust earns $5,000 in interest. Because it is a grantor trust, the beneficiary reports the $5,000 on their personal tax return. If the beneficiary has no other income, the standard deduction ($14,600 in 2026) eliminates the tax.

Strategic Note – File Form 1041:
Even though the beneficiary pays the tax, the trust must file a Form 1041 (IRS link) to report the income and issue a Schedule K‑1 to the beneficiary. We handle this for our clients. Failure to file results in penalties and may trigger a Medi‑Cal review.

California Fiduciary Income Tax:
California also requires a Form 541 if the trust has gross income over $100. The same grantor trust rules apply – the beneficiary reports the income.

Quick Answer: How Do San Diego Courts Handle First‑Party SNT Disputes?

All trust disputes in San Diego are assigned to the Probate Department – Department 43 at the Central Courthouse, 1100 Union St., San Diego, CA 92101. The court requires strict compliance with:

• Local Rule 2.1.5 – Mandatory meet‑and‑confer before filing any petition.
• Mandatory eFiling – Paper filings are rejected.
• Local Rule 5.3.5 – Proposed orders must be submitted at least 10 court days before the hearing.

Typical Timeline for a Petition to Compel Accounting:

Day	Action
0	Beneficiary sends written demand for accounting
60	Trustee fails to respond
61	We file meet‑and‑confer letter
76	We eFile Petition to Compel Accounting in Dept. 43
77‑90	Service on trustee via licensed process server
120‑150	Hearing date – we attend with proposed order
151+	Court orders accounting within 30 days; if trustee still fails, we file for removal (discretionary)

For trust litigation or contest matters, see our Trust Litigation & Contests page.

Quick Answer: What Are the 2025‑2026 Legal Updates for First‑Party SNTs?

1. 2025 Appellate Guidance – Revah v. Revah (discussed above) clarifies that “ledger dumps” are insufficient accountings. Trustees must provide meaningful, categorized reports.

2. Statutory Interest for Breach of Trust – Under Probate Code § 16441, a trustee who breaches the trust may be charged interest at the legal rate (currently 7% or 10% depending on the breach). Courts may also surcharge for lost investment opportunities. We advise trustees to maintain prudent investments to avoid surcharge.

3. SSI Federal Benefit Rate (2026) – The FBR increased to $943/month. The one‑third ISM reduction is approximately $314 (SSA rounds down to the nearest dime).

4. Pending 2026 Legislation – AB 123 would raise the Medi‑Cal asset limit from $130,000 to $150,000 effective January 1, 2027. We are monitoring this.

Quick Answer: Can a First‑Party SNT Be Modified or Terminated?

Yes, but only with court approval under Probate Code § 15403. A first‑party SNT is irrevocable, but the court may modify it if changed circumstances make continuation impracticable or if all beneficiaries consent and the modification does not violate the Medicaid payback requirement.

Step‑by‑Step Modification in San Diego:

1. Determine if the modification affects the payback clause. If it does, the court will likely deny it.
2. File a Petition for Modification of Trust in Dept. 43. Attach the proposed modification and a declaration explaining why it is necessary (e.g., the beneficiary moves to another state with different Medicaid rules).
3. Serve all beneficiaries and the Attorney General (if a charity is named).
4. Attend the hearing.

Strategic Note – Non‑Judicial Modification:
We include a provision allowing the trustee to modify administrative provisions (e.g., changing the corporate trustee) without court approval. Substantive changes – like changing the payback clause – always require court approval.

Quick Answer: What Happens to the First‑Party SNT When the Beneficiary Dies?

The trust terminates. The trustee must:

1. Notify the California Department of Health Care Services (DHCS SNT Unit).
2. Submit a final accounting to DHCS.
3. Pay DHCS all remaining trust assets up to the amount of Medi‑Cal paid on the beneficiary’s behalf.
4. Distribute any excess to contingent remainder beneficiaries (if named).

If the trust has no remainder beneficiaries, the excess goes to the beneficiary’s estate – which then becomes subject to probate and creditor claims. We always name a remainder beneficiary (e.g., a sibling or charity) to avoid probate. For coordination with ABLE accounts, see our CalABLE & SNT guide.

FAQ Section

Contact Our Office – First‑Party SNT Planning in the 2026 Medi‑Cal Era

Leeran S. Barzilai, A Prof. Law Corp.
4501 Mission Bay Dr. #3c, San Diego, CA 92109
Phone: (619) 436-7544
Email: info@lbatlaw.com

Free 15‑Minute Trust Audit – Bring your existing first‑party SNT or personal injury settlement. We’ll review it for:

• 2026 Medi‑Cal asset test compliance
• Medicaid payback clause accuracy
• Trustee accounting procedures under Revah v. Revah
• Tax filing requirements (Form 1041 and 541)
• No‑contest clause safe harbors

Call (619) 436-7544 or use the contact form on our website to schedule. We serve all of San Diego County, including La Jolla, Del Mar, Carlsbad, Escondido, Chula Vista, and El Cajon. Evening and weekend appointments available.

Internal Resources (Semantic Silo):

• Third‑Party Special Needs Trust (for families funding a trust for a loved one)
• Estate Planning Overview
• Trust Litigation & Contests
• CalABLE Accounts & SNTs

• CA Third‑Party SNT Lawyer- California Third-Party Special Needs Trust Lawyer
• California Irrevocable Trust Lawyer 2026: Asset Protection, Medi‑Cal Planning & FinCEN Rules
• FAQ
• California Trust Administration Lawyer: Guiding Trustees Through Their Duties
• Equity Theft Lawyer San Diego: Recover Double Damages & Quiet Title After “House Stealing”

External Authority Links:

• DHCS Special Needs Trust Unit
• California Probate Code § 3604
• California Probate Code § 17200
• San Diego Superior Court Probate
• SSA POMS SI 01120.200 – Trusts
• IRS Form 1041

English Subpages

1. First-Party SNT Overview

• Description & Strategic Focus: A deep dive into d4A trusts, explaining how they protect personal injury settlements or inheritances while preserving SSI.
• Top 3 Keywords: First-Party SNT California, d4A Trust Requirements, Self-Settled SNT

2. 2026 Medi-Cal Asset Limits

• Description & Strategic Focus: Explaining the January 1, 2026 reinstatement of the $130,000 asset test and how an SNT serves as a critical shelter.
• Top 3 Keywords: Medi-Cal Asset Limit 2026, California Asset Test, Protect Medi-Cal Eligibility

3. The Medicaid Payback Rule

• Description & Strategic Focus: Detailed guide on the mandatory payback provision to the Department of Health Care Services (DHCS) upon the beneficiary’s death.
• Top 3 Keywords: Medicaid Payback Rule, DHCS Trust Recovery, SNT Payback Requirements

4. Funding Your d4A Trust

• Description & Strategic Focus: Practical steps for transferring assets like bank accounts, real estate, and settlement checks into a first-party trust.
• Top 3 Keywords: Funding First-Party SNT, Transfer Assets to Trust, SNT Settlement Funding

5. Trustee Duties & Accounting

• Description & Strategic Focus: Navigating the 60-day rule under Probate Code § 17200 and the high standards of fiduciary accounting in California.
• Top 3 Keywords: SNT Trustee Duties, Trust Accounting California, Probate Code 17200

6. CalABLE Accounts & SNTs

• Description & Strategic Focus: How to integrate a CalABLE account with an SNT to pay for routine expenses without complex trustee oversight.
• Top 3 Keywords: CalABLE vs SNT, ABLE Account California, Qualified Disability Expenses

7. First-Party vs. Pooled Trusts

• Description & Strategic Focus: Comparing individual d4A trusts with non-profit pooled trusts (d4C) for beneficiaries over or under age 65.
• Top 3 Keywords: Pooled Trust California, d4A vs d4C Trust, First-Party vs Pooled SNT

8. SSI & ISM Reduction Rules

• Description & Strategic Focus: Managing trust distributions for food and shelter to avoid the one-third reduction in SSI benefits (In-Kind Support).
• Top 3 Keywords: SSI ISM Rules 2026, SNT Distributions Food Shelter, SSI Benefit Reduction

9. San Diego Probate Dept. 43

• Description & Strategic Focus: Localized guide for court-supervised trusts, eFiling requirements, and the mandatory meet-and-confer under Local Rule 2.1.5.
• Top 3 Keywords: San Diego Probate Court, Dept 43 San Diego, Trust Petition California

10. Modification of SNTs

• Description & Strategic Focus: Legal procedures for amending a trust under Probate Code § 15403 when laws or beneficiary needs change.
• Top 3 Keywords: Modify Special Needs Trust, Probate Code 15403, SNT Trust Amendment

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Chinese (中文) Subpages

1. 第一方 SNT 概述

• 描述与战略重点: 深入探讨 d4A 信托，解释其如何保护人身伤害赔偿金或遗产，同时保留 SSI。
• 前三大关键词: 第一方特殊需求信托, d4A 信托要求, 加州 SNT 律师

2. 2026 年医保资产限制

• 描述与战略重点: 解释 2026 年 1 月 1 日恢复的 13 万美元资产测试，以及 SNT 如何作为关键避风港。
• 前三大关键词: 2026 年 Medi-Cal 资产限制, 加州资产测试, 保护医保资格

3. 医疗补助还款规则

• 描述与战略重点: 关于受益人去世后必须向医疗保健服务部 (DHCS) 进行强制还款规定的详细指南。
• 前三大关键词: 医疗补助还款规则, DHCS 信托追讨, SNT 还款要求

4. 为您的信托注资

• 描述与战略重点: 将银行账户、房地产和结算支票等资产转移到第一方信托的实际步骤。
• 前三大关键词: 第一方信托注资, 资产转移至信托, 加州信托资金

5. 受托人职责与会计

• 描述与战略重点: 遵守遗嘱认证法典第 17200 条下的 60 天规则以及加州高标准的受托人会计要求。
• 前三大关键词: 受托人职责加州, 信托会计审计, 遗嘱认证法典 17200

6. CalABLE 账户与 SNT

• 描述与战略重点: 如何将 CalABLE 账户与 SNT 结合，在无需受托人监督的情况下支付日常开支。
• 前三大关键词: CalABLE 与 SNT 对比, 加州 ABLE 账户, 残障人士储蓄账户

7. 第一方与集合信托对比

• 描述与战略重点: 为 65 岁以上或以下的受益人比较个人 d4A 信托与非营利集合信托 (d4C)。
• 前三大关键词: 加州集合信托, d4A 与 d4C 对比, 第一方集合信托

8. SSI 与实物支持规则

• 描述与战略重点: 管理信托对食品和住房的分配，以避免 SSI 福利减少三分之一（实物支持与维护）。
• 前三大关键词: SSI ISM 规则 2026, SNT 分配食品住房, SSI 福利扣减

9. 圣地亚哥遗产法庭第 43 部

• 描述与战略重点: 法院监督信托、电子备案要求以及本地规则 2.1.5 下的强制性协商指南。
• 前三大关键词: 圣地亚哥遗产法庭, 圣地亚哥 43 部门, 加州信托申请

10. SNT 信托的修改

• 描述与战略重点: 当法律或受益人需求发生变化时，根据遗嘱认证法典第 15403 条修改信托的法律程序。
• 前三大关键词: 修改特殊需求信托, 遗嘱认证法典 15403, 信托修正案

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Hebrew (עברית) Subpages

1. סקירת נאמנות צד א’

• תיאור ומיקוד אסטרטגי: צלילה עמוקה לנאמנויות d4A, הסבר כיצד הן מגנות על פיצויים מנזקי גוף או ירושות תוך שמירה על SSI.
• 3 מילות מפתח מובילות: נאמנות לצרכים מיוחדים צד א’, דרישות נאמנות d4A, עורך דין נאמנויות קליפורניה

2. מגבלות נכסי Medi-Cal 2026

• תיאור ומיקוד אסטרטגי: הסבר על החזרת מבחן הנכסים של $130,000 ב-1 בינואר 2026 וכיצד SNT משמש כמקלט חיוני.
• 3 מילות מפתח מובילות: מגבלת נכסים מדי-קל 2026, מבחן נכסים קליפורניה, הגנה על זכאות למדי-קל

3. כלל החזר המדיקייד

• תיאור ומיקוד אסטרטגי: מדריך מפורט על הוראת ההחזר החובה למחלקת שירותי הבריאות (DHCS) עם מות המוטב.
• 3 מילות מפתח מובילות: כלל החזר מדיקייד, גביית חובות נאמנות DHCS, דרישות החזר SNT

4. מימון נאמנות ה-d4A שלך

• תיאור ומיקוד אסטרטגי: צעדים מעשיים להעברת נכסים כמו חשבונות בנק, מקרקעין והמחאות הסדר לנאמנות צד א’.
• 3 מילות מפתח מובילות: מימון נאמנות צד א’, העברת נכסים לנאמנות, מימון הסדר פשרה SNT

5. חובות הנאמן ודיווח חשבונאי

• תיאור ומיקוד אסטרטגי: ניווט בכלל 60 הימים לפי חוק הירושה 17200 והסטנדרטים הגבוהים של חשבונאות פידוקיארית בקליפורניה.
• 3 מילות מפתח מובילות: חובות נאמן קליפורניה, דיווח חשבונאי נאמנות, חוק הירושה 17200

6. חשבונות CalABLE ו-SNT

• תיאור ומיקוד אסטרטגי: כיצד לשלב חשבון CalABLE עם SNT כדי לשלם עבור הוצאות שוטפות ללא פיקוח מורכב של הנאמן.
• 3 מילות מפתח מובילות: CalABLE מול SNT, חשבון ABLE קליפורניה, הוצאות נכות מוכרות

7. נאמנות צד א’ מול נאמנות משותפת

• תיאור ומיקוד אסטרטגי: השוואה בין נאמנויות d4A אישיות לנאמנויות משותפות ללא כוונת רווח (d4C) עבור מוטבים מעל או מתחת לגיל 65.
• 3 מילות מפתח מובילות: נאמנות משותפת קליפורניה, נאמנות d4A מול d4C, נאמנות צד א’ משותפת

8. כללי SSI וקיזוז ISM

• תיאור ומיקוד אסטרטגי: ניהול חלוקת כספי נאמנות למזון ומגורים כדי למנוע הפחתה של שליש בקצבאות ה-SSI.
• 3 מילות מפתח מובילות: כללי SSI ISM 2026, חלוקת SNT למזון ומגורים, הפחתת קצבת SSI

9. בית המשפט לירושות סן דייגו

• תיאור ומיקוד אסטרטגי: מדריך מקומי לנאמנויות בפיקוח בית משפט, דרישות הגשה אלקטרונית ופגישת חובה לפי כלל מקומי 2.1.5.
• 3 מילות מפתח מובילות: בית משפט לירושות סן דייגו, מחלקה 43 סן דייגו, בקשות נאמנות קליפורניה

10. שינוי ותיקון נאמנות SNT

• תיאור ומיקוד אסטרטגי: הליכים משפטיים לתיקון נאמנות לפי חוק הירושה 15403 כאשר החוקים או צרכי המוטב משתנים.
• 3 מילות מפתח מובילות: שינוי נאמנות לצרכים מיוחדים, חוק הירושה 15403, תיקון כתב נאמנות

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