When Trust Funds May be Considered as Available 415-25-10-40-10

(Revised 11/02 ML #2829)

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Funds held in trust are considered available to the household if:

 

1. A household member is the trust grantor and all trust beneficiaries are household members;
2. A household member is the trust grantor and the trust is revocable;
3. Any member of the household has the power to influence the amount or conditions under which distributions from the trust are made to beneficiaries who are members of the household;
4. The trustee or trustees have discretion to determine if distributions may be made to any beneficiary who is a member of the household; or
5. The trustee or trustees are required to make distributions to any beneficiary who is a member of the household.