Petition For Authorization To Act To Establish Pooled Trust

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IN THE CIRCUIT COURT IN AND
FOR XXXXXXXXXXXXXXX COUNTY, FLORIDA
PROBATE DIVISION
IN RE: THE GUARDIANSHIP OF
UCN:
(BENEFICIARY’S NAME)
REF#
______________________________________/
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.

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