Reviewing Trust Documents

Reviewing Trust Documents In reviewing a trust: A. Trust documents, including amendments and the required number of accountings must be obtained; B. The type of trust, i.e., OBRA-93 Trust, Medicaid Qualifying Trust, or Standard Trust, must be determined; C. The trust must be determined to be revocable or irrevocable; and D. Establish whether any income is released from the trust; and E. The applicable policy and procedural requirements for clearing the trust and the treatment of the trust are applied.