How are disbursements handled?

CCT follows the rules outlined in the Master Trust Agreements in administering trusts.  Please see CCT’s Trust Administration Services for additional useful information.

Checks are made payable to a vendor, not the Beneficiary, so as not to be counted as income or assets for clients receiving SSI and/or Medicaid.

Also, members of the Board of Directors with expertise in Estate Planning and other related fields serve on the Disbursement Committee and assist the Executive Director, as needed, in making disbursement decisions on behalf of the Beneficiary.

For more information, see Instructions for Requesting a Disbursement.