The petition shall set forth a brief statement as to the specific physical or psychological circumstances of the special needs person which form the basis for the petition, and shall include the following information:
(1) The name and address of the petitioner and the petitioner’s relationship to the special needs person;
(2) The name, age, and address of the special needs person;
(3) The name and address of the grantor of the trust, and the grantor’s relationship to the special needs person;
(4) The name, address, and relationship of the proposed trustee or co-trustees of the special needs trust;
(5) The name and address of each reasonably ascertainable interested party;
(6) The facts specific to the special needs person and the petitioner to demonstrate to the court that the establishment of a special needs trust for the special needs person is proper under 42 U.S.C. § 1396p; and
(7) Whether there are any existing liens or claims against the special needs person.
Effective: July 12, 2012
History: Created 2012 Ky. Acts ch. 59, sec. 11, effective July 12, 2012.