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Chapter 11
Practice Notes
Forms
§ 11.1 Overview of Chapter 1301 Management Trust
§ 11.2 Termination of Guardianship
§ 11.3 Technical Requirements
§ 11.4 Other Issues
11-1 Application to Create Management Trust for Benefit of [name of ward]
11-2 Management Trust
11-3 Special Needs Trust Termination Provisions
11-4 Order Creating Management Trust for Benefit of [name of ward]
11-5 First Annual Account of Trustee of Management Trust
11-6 Order Approving Annual Account of Management Trust
11-7 Application for Leave to Resign as Trustee and for Appointment of Successor Trustee
11-8 Application to Appoint Successor Trustee of Management Trust
11-9 Order Appointing Successor Trustee of Management Trust
11-10 Joint Application for Termination of Original Management Trust, Discharge of Trustee of Original Management Trust, Creation of Restated Management Trust, and Appointment of Trustee of Restated Management Trust
11-11 Restated Management Trust
11-12 Order Creating Restated Management Trust and Directing Trustee to File Final Account
11-13 Final Account
11-14 Order Approving Final Account and Directing Funding of Restated Management Trust
11-15 Application to Discharge Trustee
11-16 Order Discharging Trustee
11-17 Application for Payment of Trustee’s Compensation
11-18 Order Authorizing Trustee’s Compensation
Form11-4
11 Guardianship Management Trusts
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