Petition For Authorization To Act To Establish Pooled Trust (Page 3 of 3) in pdf

Petition For Authorization To Act To Establish Pooled Trust Page 3

IN THE CIRCUIT COURT IN AND

FOR XXXXXXXXXXXXXXXXX COUNTY, FLORIDA

PROBATE DIVISION

IN RE:

THE GUARDIANSHIP OF

UCN:

WARD’S NAME

REF:

______________________________________/

ORDER AUTHORIZING GUARDIAN TO ESTABLISH A POOLED TRUST

THIS CAUSE, came to be heard upon the Guardian, (GUARDIAN’S NAME), Petition

for Authorization to Act, and the Court having reviewed the file in this cause and being

otherwise fully advised, it is determined that:

The Court finds that it is in the best interest of the Ward that the Guardian deposit a

portion of the Ward’s assets of the Guardianship into the Advocates & Guardians for the Elderly

& Disabled, Inc. Pooled Special Needs Trust (AGED Pooled Trust) and the Court authorizes the

Guardian to contract with the non-profit Trustee which administers the AGED Pooled Trust.

ORDERED AND ADJUDGED that GUARDIAN’S NAME, as Guardian of the person

and property of WARD’S NAME, Incapacitated, is hereby authorized to execute the necessary

documents for joining, and to transfer a sufficient amount of the Ward’s assets into, the AGED

Pooled Trust, for the sole benefit of the Ward, such that the Ward can qualify for Medicaid.

Additionally, upon acceptance of the Ward’s funds, the Trustee of the AGED Pooled Trust shall

submit to the Court’s jurisdiction, and the Guardian shall include the AGED Pooled Trust

account in subsequent annual guardianship accountings of the Ward’s assets.

DONE AND ORDERED in _____________, ______________County, Florida this

_____ day of ______________________, 2016.

__________________________

CIRCUIT JUDGE

Petition For Authorization To Act To Establish Pooled Trust Page 3