<html><body><span style="font-family:Times New Roman; color:#000000; font-size:12pt;"><div style=""><div class="MsoNormal" style="font-size:12pt;"><span style="">Mates: </span></div><div class="MsoNormal" style="font-size:12pt;"><span style="">An heir to the estate is on SSI and Medicaid. PR requested info on her special needs trust and this is what he received: "</span><span style="font-size: 12pt;">As we discussed M is not having a stand alone special needs trust drafted for her but rather she is joining our master special needs trust, which is also called a pooled trust or d4c trust. </span><span style="font-size: 12pt;">M is not under guardianship and she has already executed her portion of the joinder agreement and other documents that are required to establish her sub trust under the master trust. </span><span style="font-size: 12pt;">The day we receive the check for her share of her late father’s estate, we will complete our portion of the joinder agreement and at that point her trust will be legally and factually funded. </span><span style="font-size: 12pt;">Her trust is a special needs trust and the funds in the trust will not be considered available to her and therefore not resource and therefore she will continue to receive her means-tested benefits including SSI and Medicaid Long-term Care.</span></div><div class="MsoNormal" style="font-size:12pt;"><span style="font-size: 12pt;">Should PR disburse to them in Trust for M?</span></div><div class="MsoNormal" style="font-size:12pt;"><span style="font-size: 12pt;">Thanks</span></div><div class="MsoNormal" style="font-size:12pt;"><span style="font-size: 12pt;">Mike</span></div></div><div><br></div><div><img id="sigimg0" title="signature image" src="cid:sigimg0@4acd5b85d8f111e9b8c826d09867dcc5" mce_src="cid:sigimg0@4acd5b85d8f111e9b8c826d09867dcc5" border="0" alt=""></div></span></body></html>