The petition shall set forth a brief statement as to the specific physical or psychological circumstances of the special needs person which form the basis for the petition, and shall include the following information:

1. (1) The name and address of the petitioner and the petitioner's relationship to the special needs person;
2. (2) The name, age, and address of the special needs person;
3. (3) The name and address of the grantor of the trust, and the grantor's relationship to the special needs person;
4. (4) The name, address, and relationship of the proposed trustee or co-trustees of the special needs trust;
5. (5) The name and address of each reasonably ascertainable interested party;
6. (6) The facts specific to the special needs person and the petitioner to demonstrate to the court that the establishment of a special needs trust for the special needs person is proper under 42 U.S.C. sec. 1396p; and
7. (7) Whether there are any existing liens or claims against the special needs person.

Effective: July 12, 2012

History: Created 2012 Ky. Acts ch. 59, sec. 11, effective July 12, 2012.