Petition For Authorization To Act To Establish Pooled Trust printable pdf download

Petition For Authorization To Act To Establish Pooled Trust

IN THE CIRCUIT COURT IN AND

FOR XXXXXXXXXXXXXXX COUNTY, FLORIDA

PROBATE DIVISION

IN RE: THE GUARDIANSHIP OF

UCN:

(BENEFICIARY’S NAME)

REF#

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PETITION FOR AUTHORIZATION TO ACT

TO ESTABLISH POOLED TRUST

COMES NOW, (GUARDIAN’S NAME), as guardian of the person and property of

(BENEFICIARY’S NAME), Incapacitated, by and through her undersigned counsel, and files

this his/her Petition for Authorization to Act pursuant to Florida Statutes 744.441(19), and would

show the court as follows:

1. That he/she is the duly appointing and acting guardian of the person and property of

(BENEFICIARY), an incapacitated person, having authority over the Ward’s

property and income, by Order of this Court.

2. That the Guardian is requesting authorization to execute the joinder agreement and

such other instruments to establish a pooled trust account for the Ward. A copy of the

Advocates & Guardians for the Elderly & Disabled, Inc. Pooled Special Needs Trust

(AGED Pooled Trust), and a draft joinder agreement accompanies this petition.

3. That (GUARDIAN’S NAME) is authorized under federal law to fund the AGED

Pooled Trust account with the assets of the Ward.

4. That it is in the best interest of the Ward for the Ward’s assets to be placed in the

AGED Pooled Trust, such that the Ward can become financially eligible for the

Medicaid program.

Petition For Authorization To Act To Establish Pooled Trust