2-009.07A6 Trust, Guardianship/Conservatorship, and Annuity Funds

When a guardianship/conservatorship, annuity, or trust has been established on behalf of a client and the client(s) who has applied has resources exceeding the total resource limit for a grant or medical (see 469 NAC 2-009.08), the worker must verify if the trust, guardianship/conservatorship, or annuity is available to the client.

{5/8/05}

The worker must refer all trusts, guardianships, conservatorships, and annuities to the Public Assistance Unit, Central Office, for review and advice before a final determination is made.

2-009.07A6a Definitions

2-009.07A6b Testamentary Trusts

2-009.07A6c Annuities

2-009.07A6d Revocable Trusts

2-009.07A6e Guardianships/Conservatorships

2-009.07A6f Irrevocable Trusts

2-009.07A6g Hardship Procedures