Creating opportunities for a better life
What is a Special Needs Trust?
A Special Needs Trust (SNT) allows an individual with special needs, who benefits from programs such as SSI and Medi-Cal, to maintain assistance while receiving additional support without jeopardizing these benefits. Many government programs have resource limits that restrict the liquid assets a beneficiary can maintain on a monthly basis. A special needs trust allows the beneficiary to use funds beyond these limits. Many special needs trusts are funded through an inheritance or a settlement.
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1st Party Trust
A first party trust is funded by a beneficiary who is disabled. For example, funding sources are generally from an inheritance, a legal settlement, or the sale of a home.
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3rd Party Trust
A third party trust is set up for a person with disabilities, by a third party such a parent, grandparent or family member. Funds generally come from an inherited pension, life insurance policy or estate plan.
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Trust Documents & Beneficiary Forms
This is the place to find documents that you may need as an SNT beneficiary, as well as our Master Trust and Joinder Agreements.
