Does the beneficiary receive SSI and/or Medicaid?

Is it possible that the beneficiary will participate in any program in the future; such as group housing that may receive Medicaid dollars?

Am I familiar with SSI rules that will affect the beneficiary?

Am I familiar with Medicaid rules that will affect the beneficiary?

Am I familiar with the concept of In-kind, Support and Maintenance (ISM) and how it affects eligibility?

Do I know a qualified trustee to administer the trust?

Has the family of the beneficiary established a budget?

Am I familiar with the rules pertaining to pro rata contributions from third parties benefiting from the trust?

Am I familiar with the rules pertaining to child support obligations?

Am I familiar with the rules concerning taxation of d(4)a Trusts?