Petekeiwicz v. Castle Rock, Town of et al

Filing 79

ORDER granting 77 Establishing Special Needs Trust, by Judge Raymond P. Moore on 11/12/2015.(cthom, )

IN THE UNITED STATES DISTRICT COURT
FOR THE DISTRICT OF COLORADO
Judge Raymond P. Moore
Civil Action No. 13-cv-01865-RM-KLM
THERESA PETEKEIWICZ,
Plaintiff,
v.
CORPORAL TROY STEMBEL, in his official and individual capacities; and
TERRY WATTS, in his official and individual capacities; and
TOWN OF CASTLE ROCK,
Defendants.
______________________________________________________________________________
ORDER ESTABLISHING SPECIAL NEEDS TRUST
______________________________________________________________________________
This matter is before the Court on the Unopposed Plaintiff’s Motion to Establish Special
Needs Trust filed by Plaintiff on October 16, 2015. (ECF No. 77.) Having reviewed the motion,
and being otherwise fully informed, the Court hereby ORDERS as follows:
1. A Special Needs Trust is hereby established, pursuant to 42 U.S.C. 1396(d)(4)(A), for
the purpose of maintaining Theresa Petekeiwicz’s eligibility for public benefits, including but not
limited to Social Security Income and Medicaid benefits. Plaintiff’s counsel is directed to file an
executed copy of the trust instrument with the Court within 30 days of the issuance of this Order
which establishes the Special Needs Trust and names Theresa Petekeiwicz as beneficiary. The
trust instrument shall conform in all respects to the requirements set forth under 42 U.S.C. §
1396p(d)(4)(A), C.R.S. §§ 15-14-412.7, 15-14-412.8, and 15-14-412.9, and all relevant guidance
released by the Health Care Finance Administration.

2. The establishment of the Special Needs Trust does not make any determination
regarding the eligibility to any public benefits for which Theresa Petekeiwicz may or could
receive; the Court reserves jurisdiction of such issues to any government agency which provides
such benefits.
3. The trustee of the Special Needs Trust shall not be required to post bond.
4. A copy of this Order shall be served on all interested parties and counsel of record
within 7 days of the issuance of this Order.
DATED this 12th day of November, 2015.
BY THE COURT:

____________________________________
RAYMOND P. MOORE
United States District Judge

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