Joinder Agreements

Trust I

• funded with third-party money through a will, life insurance, or gifts
• beneficiary is receiving government benefits (i.e. SSI, Medicaid)
• after the death of the beneficiary, there is no requirement to reimburse the State for long-term care and medical assistance paid by Medicaid

Trust II

• funded with beneficiary’s own money, typically through personal injury settlements, SSI back payments, inheritances, or savings accounts
• beneficiary is receiving government benefits (i.e. SSI, Medicaid)
• after the death of the beneficiary, there is a requirement to reimburse the State for long-term care and medical assistance paid by Medicaid

Trust III

• funded with third-party money through a will, life insurance, or gifts
• beneficiary may or may not be receiving government benefits (i.e. SSI, Medicaid)
• If beneficiary is not currently needing to qualify for means-tested benefits, basic support payments may be approved, in additional to supplemental needs.

Trust IV

• funded with beneficiary’s own money, typically through personal injury settlements, SSI back payments, inheritances, or savings accounts
• beneficiary may or may not be receiving government benefits (i.e. SSI, Medicaid)
• If beneficiary is not currently needing to qualify for means-tested benefits, basic support payments may be approved, in additional to supplemental needs.