Beneficiary Advocate definition

Beneficiary Advocate means the person and successor persons, as may be applicable, named in the Joinder Agreement. The Beneficiary Advocate can, for example, be the Beneficiary himself or herself, but preferable the Beneficiary’s Legal Representative or another person other than the Trust Beneficiary should act as the Beneficiary Advocate. The Trustee is authorized to communicate and to obtain advice and instructions from the Beneficiary Advocate with regard to a Trust Beneficiary’s investment interests, health care, social activities, care management, residential options and other issues relating to the life care of the Trust Beneficiary. Provided, however, the Trustee has the right to exercise its discretion whenever the Trustee believes appropriate even though contrary to the advice of the Beneficiary Advocate.

Beneficiary Advocate means the same as that term is defined in Section 53A-16-101.6.

Beneficiary Advocate means that person and successor persons, as applicable, named in the Joinder Agreement. If none is named, then that individual selected by the Trustee. The Beneficiary Advocate is authorized to communicate with the Trustee in regards to the Beneficiary’s investment interests, health care, social activities, care management, residential options and other issues relating to life care of the Beneficiary. The Beneficiary Advocate may also act on behalf of or receive notice for the Beneficiary as provided in the Joinder Agreement and accompanying documents.

Examples of Beneficiary Advocate in a sentence

• The provisions of this Joinder Agreement are not subject to amendment by the Grantor, the Trust Beneficiary and/or the Beneficiary Advocate.

• Disbursements for any non-support items for the benefit of the Beneficiary may be made when a Beneficiary Advocate believes such supplemental needs are not being provided by any public or government agency, or are not otherwise being provided from any other source available to the Beneficiary, but subject to the discretion of the Trustee.

• The Trustee in its sole discretion may recruit, select, engage, terminate, and change one or more money managers without the consent of the Trust Beneficiary and/or Beneficiary Advocate.

• The Trustee may, however, from time to time as needed in the discretion of the Trustee, amend this Joinder Agreement as provided in the Master Trust Agreement upon 30 days written notice to the Grantor, the Trust Beneficiary and/or the Beneficiary Advocate, as may be applicable for the purpose of the administration and construction of the provisions of the Joinder Agreement and to comply with state and federal law.

• They further acknowledge and agree that the Trustee may conclusively rely upon the representations of the Parties and the Beneficiary Advocate, and/or other persons that may give assistance to the Trustee to identify programs that may be of social, financial, developmental, health care or other assistance to or for the benefit of the Trust Beneficiary.

• Disbursements for any non-support items for the benefit of the Trust Beneficiary may be made when a Beneficiary Advocate believes such supplemental needs are not being provided by any public or government agency, or are not otherwise being provided from any other source available to the Trust Beneficiary, but subject to the discretion of the Trustee.

• They further acknowledge and agree that AGED and the Trustee may conclusively rely upon the representations of the Grantor, the Beneficiary Advocate, and/or other persons that may give assistance to the Trustee to identify programs that may be of social, financial, developmental, health care or other assistance to or for the benefit of the Beneficiary.

• Within 1 year of enactment, the Secretary would be required to establish an Office of the Medicare Beneficiary Advocate within the Department of Health and Human Services.

• They further acknowledge and agree that AGED and the Trustee may conclusively rely upon the representations of the Parties and the Beneficiary Advocate, and/or other persons that may give assistance to the Trustee to identify programs that may be of social, financial, developmental, health care or other assistance to or for the benefit of the Beneficiary.

• Any amendment or addendum shall be effective 30 days after Notice to the Beneficiary or Beneficiary Advocate or when the Trustee receives written consent or acknowledgement from the Beneficiary or Beneficiary Advocate, whichever occurs first.

More Definitions of Beneficiary Advocate

Beneficiary Advocate means the individual, as an independent employee, who

Beneficiary Advocate is an individual who knows the Beneficiary, whom the Beneficiary trusts, and who can act as a prudent and responsible “advisor” to The Special Needs Trust Foundation (SNTF). Essentially, a “beneficiary advocate” acts as a liaison between the Beneficiary and SNTF. The beneficiary advocate communicates the Beneficiary’s needs and desires to the SNTF and makes actual disbursement request to be considered by the SNTF, beneficiary advocates are valuable to both the Beneficiary and the SNTF because they provide insight into how a Beneficiary’s trust account can best be used to provide him or her with the best possible material quality of life. A Beneficiary can have more than one beneficiary advocate.

Beneficiary Advocate means the individual, as an independent employee, who shall fulfill the duties prescribed in this section to the trust land beneficiaries as the primary

Beneficiary Advocate means the individual, as an independent employee, who shall fulfill the duties prescribed in this section to the trust land beneficiaries as the primary beneficiary representative set forth in Section 53C-1-103(7).