Along with the petition the court shall be provided with the following documents or
(1) A draft of the proposed special needs trust agreement;
(2) If there is litigation pending which involves the special needs person, the petitioner
shall submit a brief statement describing the litigation, the expected amount or finally
determined amount of the recovery, the existence and amount of any liens or charges
applicable to the recovery including any applicable Medicare or Medicaid liens, and
the name and address of the payor of the recovery; and
(3) If the special needs person lives in a nursing home or other supervised living
arrangement and is receiving, or expected to receive, public assistance benefits,
then the petitioner shall inform the court of the nature of the benefits and the amount
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