California Special Needs Trust Minutes Template

TRUSTEE MEETING MINUTES
California Special Needs Trust — Periodic Review

Date: [MEETING DATE]
Trust: [TRUST NAME]
Trustee: [TRUSTEE NAME]
Attendees: [ATTENDEES]

The trustee confirmed that distributions during the period were structured to preserve the beneficiary’s SSI and Medi-Cal eligibility, that the trust is [THIRD-PARTY OR FIRST-PARTY] for payback purposes, and that administration follows Division 9 of the California Probate Code.

Standing review agenda for this special needs trust:
1. Map each proposed distribution against SSI and Medicaid resource rules.
2. Confirm payments go to third parties for goods and services, not cash to the beneficiary.
3. Note any change in the beneficiary’s benefits status or living arrangement.

Action 1: The trustee approved payment of [AMOUNT] to [VENDOR] for [THERAPY OR SERVICE], paid directly to the vendor and recorded as neither income nor a resource to the beneficiary for SSI and Medi-Cal purposes.

Action 2: The trustee recorded the beneficiary’s current benefits status — monthly SSI of [SSI AMOUNT], active Medi-Cal enrollment, and [REGIONAL CENTER] services — and evaluated the proposed distribution against those rules.

Action 3: The trustee documented the trust’s third-party character and confirmed no payback obligation arises under Probate Code section 3600 et seq. for this trust.

The trustee assigned [FOLLOW-UP PERSON] to obtain [FOLLOW-UP ITEM] by [DUE DATE]. The next review will occur on or about [NEXT MEETING DATE], or sooner if a material event requires trustee action.

There being no further business, the meeting adjourned.

Trustee signature: ____________________  Date: __________
[TRUSTEE NAME]