Supplemental Needs Trust

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Topic: Supplemental Needs Trust

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	PROGRESSIVE CORP/OH/(Form: 8-K, Received: 2001/12/10 16:38:24)
		This Third Supplemental Indenture may be executed in any number of counterparts, each of which when so executed shall be deemed an original; and all such counterparts shall together constitute but one and the same instrument.
		IN WITNESS WHEREOF, the parties hereto have caused this Third Supplemental Indenture to be duly executed and their respective corporate seals to be hereunto fixed and attested as of the day and year first written above.
		On December 6, 2001, The Progressive Corporation (the “Company”) began an underwritten public offering of $350 million aggregate principal amount of the Company’s 6.375% Senior Notes due 2012, to be issued under the Company’s previously filed Registration Statement on Form S-3 (File No. 333-73752) (the “Registration Statement”).
	www.shareholder.com /Common/Edgar/80661/950152-01-506272/01-00.html (1644 words)

	02-1121.doc
		She notes that utilization of the Medicaid Payback Trust will avoid the depletion of the guardianship estate, making Scott\rquote s assets available to meet his considerable needs that are not met by the governmental programs.
		Legal titl e to the assets would be a meaningless possession if purchased at the cost of years worth of additional supplemental needs.
		Significantly, such a trust may benefit not only the ward but also \'93those dependent upon the [ward] for support,\'94 and a request for the transfer may come from \'93 a parent, the spouse, any issue or next of kin\'94 of the ward, who presumably might benefit from the trust.
	www.courts.state.wi.us /ca/opinions/02/02-1121.doc (2574 words)

	North Carolina Natural Heritage Trust Fund
		The North Carolina Natural Heritage Trust Fund is a supplemental funding source for state agencies to acquire and protect the state's ecological diversity and cultural heritage and to inventory the natural areas of the state.
		The Natural Heritage Trust Fund is financed by receipts from the annual fees for automobile personalized license plates, and in 1991, by 15% of the deed stamp tax.
		Moneys not expended remain in the interest-accumulating Natural Heritage Trust Fund account and do not revert to the general fund.
	ils.unc.edu /parkproject/heritage/nhtf.html (2574 words)

	Astbury Org - Landmark Trust
		To provide supplemental information to extend the details that are available in the standard Landmark Trust handbook and to give a number of photographs that will help in deciding if a particular property is one that you would want to visit.
		Landmark Property Search lets you search a database of properties with various selection criteria.
		Links for Landmarkers gives links to other sites of interest.
	www.astbury.org /landmt/landmt.htm (2574 words)

	Pink Pigeon
		For the wild population, the Trusts have undertaken supplemental feeding, the provision of artificial nests, control of introduced predators, and habitat restoration.
		To augment the wild population, the Trusts started a captive-breeding and release program in 1984, made possible by the pigeon's ability to recycle.
		The recovery project started in 1973 and has used several management techniques in support of the wild population and a captive breeding program.
	www.wptc.org /Pigeon.html (2574 words)

	Supplemental Care Trust
		Called a Special Needs Trust or a Supplemental Care Trust, it will provide extras—but not disqualify the person from receiving the needed federal or state programs.
		The trustee needs to be someone who understands public benefits and who can take time to participate in the life of the person with disabilities.”
		To develop such a trust, go to an attorney,” Arthur says, “who can draw it up in such a way that the person can continue to be helped by government programs, yet have some extra needs met.”
	www2.kumc.edu /coa/senior_press_article/KSPS-ConsumerAlerts/Supplementa_Care_Trust.htm (2574 words)

	EWU Charitable Remainder Trust
		Also, charitable remainder trusts are frequently used as a means of providing supplemental income during retirement, and can be especially attractive as a way to convert appreciated, low-yielding assets into a high-yielding diversified portfolio without incurring capital gains tax.
		A Charitable Remainder Trust distributes income to a donor or other beneficiaries for their lives or a specified term of years (a maximum of 20 years), with the balance of the trust assets available for a charitable organization to use at the end of the trust.
		For example, a charitable remainder trust established for a term of years can assist in funding the costs of college.
	www.ewu.edu /x4862.xml (2574 words)

	Supplemental News Pages
		The Carbon Trust's annual funding amounts to approximately £50m a year in grants from DEFRA, the Scottish Executive, the National Assembly for Wales and the Northern Ireland Assembly, and in part from Climate Change levy receipts.
		The Carbon Trust is an independent not for profit company set up by the Government in April 2001 with support from business to 'take the lead on low carbon technology and innovation in this country, and put Britain in the lead internationally' (Tony Blair).
		The Carbon Trust's offices are in England (London), Scotland (Glasgow), Northern Ireland (Lisburn) and Wales (Cardiff).
	www.fuelcellsworks.com /Supppage343.html (2574 words)

	Supplemental News Pages
		Russell Pullan at the Carbon Trust +44 (0) 20 7170 7013
		The Carbon Trust is pleased to announce an investment in CMR Fuel Cells Ltd based in Cambridge.
		According to Russell Pullan of Carbon Trust Investments, “We are actively investing in a range of new businesses that will help the UK achieve a low carbon future and fuel cells are widely recognised as an important part of this story.
	www.fuelcellsworks.com /Supppage342.html (2574 words)

	Update: Social Security Reform
		Social Security's chief actuary predicts that when the trust fund runs out, if no other changes are made, benefits will be reduced 27%, and that the reduction will increase to 32% by 2078.
		The Social Security system was created in the 1930s in response to major economic woes, and is credited by many with alleviating poverty among the elderly in the decades since.
		The Social Security system was designed by President Franklin Roosevelt (D, 1933-45) as part of the New Deal, a set of programs aimed at helping the country recover from a severe economic crash known as the Great Depression.
	www.facts.com /i1000070.htm (4202 words)

	Medicaid Eligibility Policy
		Explanation of the policies regarding the establishment of a trust for a Medicaid beneficiary and the effect it would have on the individual's Medicaid eligibility.
		Explanation of the provisions regarding the transfer of assets (both resource and income) by individuals (or their spouse or someone else acting on their behalf) residing in long-term care facilities or receiving home and community-based waiver services.
		Explanation of the provisions enacted in 1988 by Congress to prevent "spousal impoverishment," which is leaving the spouse who is still living at home in the community with little or no income or resources.
	www.cms.hhs.gov /medicaid/eligibility/default.asp (345 words)

	Resolution Trust Corporation Refinancing, Restructuring, and Improvement Act of 1991 : report together with supplemental views (to accompany H.R. 3435 ... sional Budget Office) (SuDoc Y 1.1/8:102-358)
		Resolution Trust Corporation Refinancing, Restructuring, and Improvement Act of 1991 : report together with supplemental views (to accompany H.R. sional Budget Office) (SuDoc Y 1.1/8:102-358)
	www.securelending.com /amazon/asinsearch_B0001091U4.html (345 words)

	WHEATLEY VENTURES CLASS ACTION LITIGATION - Legal Case Documents
		violation of Section 315of the Trust Indenture Act of 1939
		Into the Seventh Supplemental Indenture and the General Partner Seeks To De-Register the
		Exchange Act and the rules and regulations promulgated thereunder.
	www.legalcasedocs.com /120/252/000.html (345 words)

	Terms to Know
		The special needs or supplemental needs trust is a type of trust that limits the trustee's discretion as to the purpose of the distributions.
		Special Needs Trust or Supplemental Needs Trust- The special needs or supplemental needs trust, was first approved in 1975 by the Social Security Administration established rules allowing assets to be held in trust for a recipient of SSI as long as the disabled beneficiary;
		It is created when the settler irrevocably transfers property (i.e., cash or an existing insurance policy) to a third person called the "trustee" (usually the settlor's spouse, or a family member) who holds that property for the benefit of certain named "beneficiaries" (i.e., the settler's spouse, children, grandchildren, etc.).
	www.metlife.com /Applications/Corporate/WPS/CDA/PageGenerator/0,1674,P3767,00.html (345 words)

	dry lake fundraising teams hits snag
		Mehen’s Supplemental Escrow Instructions state that the Trust “did not establish the Pledge Trust or otherwise segregate the Pledged Funds in the manner set forth in the Pledge Agreement.
		Mehen told me that despite invitations from GCT he refuses to talk with the GCT unless and until the ‘supplemental agreement’ is signed by all parties.
		Another concern for Mehen is that some of the donations that the Trust has received appear not to have been received during the time-frame specified in the Pledge Agreement.
	www.flagteaparty.org /Publications/Headlines/Pages/2002/July_2002/dan_on_dry_lake.html (3083 words)

	Preservation of key heritage sites marks 2004 (Chatham Journal Weekly)
		The Natural Heritage Trust Fund was created by the General Assembly in 1987 as a supplemental funding source for state agencies to acquire and protect the state's ecological diversity and cultural heritage and to inventory the natural areas of the state.
		The North Carolina General Assembly established the Parks and Recreation Trust Fund in 1994 to fund improvements in the state’s park system, to fund grants for local governments and to increase the public’s access to the state’s beaches.
		The North Carolina Clean Water Management Trust Fund, the Natural Heritage Trust Fund and the Parks and Recreation Trust Fund joined with EEP and private land conservation groups across the state to save some of the state’s most pristine and ecologically significant natural areas from being lost to development.
	chathamjournal.com /weekly/news/local/preservation-of-key-herit.shtml (3083 words)

	Page 4: Bankruptcy Abuse Prevention and Consumer Protection Act
		`(16) All transfers of property of the plan shall be made in accordance with any applicable provisions of nonbankruptcy law that govern the transfer of property by a corporation or trust that is not a moneyed, business, or commercial corporation or trust.'.
		(1) IN GENERAL- Chapter 12 of title 11, United States Code, as reenacted by section 149 of division C of the Omnibus Consolidated and Emergency Supplemental Appropriations Act, 1999 (Public Law 105-277), and as in effect on June 30, 2005, is hereby reenacted.
		`(1) in accordance with applicable nonbankruptcy law that governs the transfer of property by a corporation or trust that is not a moneyed, business, or commercial corporation or trust; and
	www.wilcoxlegal.com /pdfs/bapcpa-2005-4.htm (9891 words)

	A3747
		The New Jersey Environmental Infrastructure Trust is authorized to make loans to or on behalf of the project sponsors for the clean water projects listed in subsection a.
		New drinking water projects that are eligible for financing in calendar year 2003 under this bill have allowable costs totaling $37.9 million, while previously financed drinking water projects that are eligible to receive supplemental loans under the State FY 2004 Program total $3.4 million.
		New clean water projects that are eligible for financing in calendar year 2003 under this bill have allowable costs totaling $79.2 million, while previously financed clean water projects that are eligible to receive supplemental loans under the State FY 2004 Program total $3.2 million.
	www.njleg.state.nj.us /2002/Bills/A3500/3747_I1.HTM (1628 words)

	Western Resources Form10-K
		This Bond shall not be entitled to any benefit under the Indenture or any indenture supplemental thereto, or become valid or obligatory for any purpose, until Harris Trust and Savings Bank, the Trustee under the Indenture, or a successor trustee thereto under the Indenture, shall have signed the form of certificate endorsed hereon.
		The Bonds of the 2003 Series shall be executed, authenticated and delivered in accordance with the provisions of, and shall in all respects be subject to, all of the terms, conditions and covenants of the Original Indenture, as amended, and subject to all the terms, conditions and covenants of this Supplemental Indenture.
		The total principal amount of Bonds of the 2003 Series which may be authenticated and delivered hereunder is not limited except as the Original Indenture and this Supplemental Indenture limit the principal amount of Bonds which may be issued thereunder.
	www.kuhn.com /wr/fin_e.html (1628 words)

	AAAAI - Members Center: Education and Research Trust: About ERT
		The purpose of the ERT Oversight Committee is to unite representative from the AAAAI Board of Directors, ERT Board of Trustees and ERT Resource Development Committee to provide general oversight and coordination of ERT activities.
		To successfully continue the ERT campaign, the 4,500 members of the AAAAI were challenged to pledge $5 million to complete the goal of a $10 million trust.
		ERT governing bodies restructured to include the Oversight Committee (overseas all ERT activities), the Resource Development Committee (principal fund raising entity) and the ERT Board of Trustees (award granting body.)
	www.aaaai.org /members/ert/about_ert.stm (871 words)

	Arizona State Land Department Programs Real Estate Right of Way Section
		The cost of obtaining a right of way across Trust lands is a composite of land value, purpose of the right of way, and impact of the proposed use of adjacent Trust land (damages).
		The Right of Way application now contains "Supplemental Forms" which are not a part of the application but may be obtained from Public Records, the Right of Way Section or online under "Applications".
		Reimbursable Improvements (Relocation): If the proposed right of way affects improvements currently existing on Trust land and if such improvements are deemed by the Department to be reimbursable, the improvements must be either relocated or their fair market value reimbursed by the applicant.
	www.land.state.az.us /programs/realestate/sections/row.htm (642 words)

	OSB Bulletin Magazine - November 2002
		He also failed to ensure that trustee, Ernest Lundeen, had the necessary experience and knowledge to be a trustee of a supplemental needs trust.
		He subsequently undertook to represent Emily in claims against Lundeen for reformation or rescission of the trust and for return of the funds Gudger had previously transferred to Lundeen.
		When Gudger delivered those funds to Lundeen, he did not act with the skill and thoroughness reasonably necessary to represent Emily, because he failed to identify the source of the funds and failed to inform Lundeen that the funds belonged to Emily.
	www.osbar.org /publications/bulletin/02nov/discipline.html (2799 words)

	Armstrong World Industries, Inc.: No Action, Interpretive and/or Exemptive Letter of July 16, 2002
		The 1996 Indenture Securities were issued in a registered public offering in the United States (Registration Statement No. 333-6333), pursuant to supplemental prospectuses respectively dated August 6, 1998, August 6, 1998 and October 21, 1998, and the 1996 Indenture is qualified under the TIA.
		Pursuant to the requirements of the Trust Indenture Act of 1939, as amended, the Applicant, Armstrong World Industries, Inc., a Pennsylvania corporation, has duly caused this Application to be signed on its behalf by the undersigned, thereunto duly authorized, on the ____ day of April 2002.
		The 1998 Indenture Securities were issued in a registered public offering in the United States (Registration Statement No. 333-74501), pursuant to a supplemental prospectus dated May 17, 1999, and the 1998 Indenture is qualified under the TIA.
	www.sec.gov /divisions/corpfin/cf-noaction/armstrong071602.htm (2799 words)

	CONSUMERS ENERGY CO - CMS.A Unscheduled Material Events (8-K) EXHIBIT 4.(A)
		WHEREAS the Company and the Predecessor Trustee entered into a Sixteenth Supplemental Indenture, dated as of June 4, 1968, which provided, among other things, for the assumption of the Indenture by the Company; and
		the Register of Deeds of each county in the State of Michigan in which this Supplemental Indenture is to be recorded; and
		WHEREAS effective November 11, 2001, The Chase Manhattan Bank merged with Morgan Guaranty Trust Company of New York and the surviving corporation was renamed JPMorgan Chase Bank; and
	sec.edgar-online.com /2004/08/20/0000950124-04-003942/section5.asp (3874 words)

	CONSUMERS ENERGY CO - CMS.A Unscheduled Material Events (8-K) EXHIBIT 4.(A)
		WHEREAS the Company and the Predecessor Trustee entered into a Sixteenth Supplemental Indenture, dated as of June 4, 1968, which provided, among other things, for the assumption of the Indenture by the Company; and
		the Register of Deeds of each county in the State of Michigan in which this Supplemental Indenture is to be recorded; and
		WHEREAS effective November 11, 2001, The Chase Manhattan Bank merged with Morgan Guaranty Trust Company of New York and the surviving corporation was renamed JPMorgan Chase Bank; and
	sec.edgar-online.com /2004/08/20/0000950124-04-003942/section5.asp (3874 words)

	CONSUMERS ENERGY CO - CMS.A Unscheduled Material Events (8-K) EXHIBIT 4.(A)
		WHEREAS the Company and the Predecessor Trustee entered into a Sixteenth Supplemental Indenture, dated as of June 4, 1968, which provided, among other things, for the assumption of the Indenture by the Company; and
		the Register of Deeds of each county in the State of Michigan in which this Supplemental Indenture is to be recorded; and
		WHEREAS effective November 11, 2001, The Chase Manhattan Bank merged with Morgan Guaranty Trust Company of New York and the surviving corporation was renamed JPMorgan Chase Bank; and
	sec.edgar-online.com /2004/08/20/0000950124-04-003942/section5.asp (3874 words)

	Department of History: Valparaiso University
		The American Smithsonian Institute is as an independent trust instrumentality of the United States holding more than 140 million artifacts and specimens in its trust for "the increase and diffusion of knowledge".
		In addition to text and supplemental images, each section offers a timeline, a bibliography of further reading, and a list of annotated links.
		The gallery features 70 photographs under the headings A New Century, The Great War and the New Era, The Great Depression and the New Deal, A World in Flames (World War II), Postwar America, and Century's End.
	www.valpo.edu /history/links (3874 words)

	Chapter 135 Oregon Laws 2001
		However, subsection (1) of this section shall apply to the expenditure of grants, gifts, bequests or devises transferred to a municipal corporation for undesignated general purposes or to the expenditure of grants, gifts, bequests or devises transferred to a municipal corporation in trust for specific purposes which were received in a prior year.
		However, this section does not require the municipal corporation to adopt a supplemental budget to pay the principal and interest coming due on limited tax bonds, as defined in ORS 288.150, in the fiscal year or budget period in which such bonds are authorized and issued.
		(d) Grants, gifts, bequests or devises transferred to a municipal corporation in trust for specific uses in the year of transfer.
	www.leg.state.or.us /01orlaws/sess0100.dir/0135ses.html (3874 words)

	Social Security beneficiary data
		Monthly Social Security benefits are payable from the Old-Age and Survivors Insurance (OASI) Trust Fund and the Disability Insurance (DI) Trust Funds.
		Supplemental Security Income (SSI) benefits are paid from the general fund of the Treasury.
		Beneficiary data bases provide the latest Social Security data on number of beneficiaries and average payment amounts
	www.ssa.gov /OACT/ProgData/benefits.html (115 words)

	RMALA
		The Theatrical and Television Motion Picture Film Musicians Secondary Markets Fund is governed as a multi-employer alliance trust in accordance with the terms and conditions of the AFM Basic Television Motion Picture Agreement and the AFM Basic Theatrical Motion Picture Agreement.
		Residual obligations to contribute to the Secondary Markets Fund are triggered only if a theatrical film or television production generates revenue in one or more of the supplemental markets.
		The contribution formula is generally 1% of the gross revenue [directly] received from the applicable supplemental market(s), minus certain allowed deductions.
	www.rmala.org /SpPay/Special.asp (549 words)

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