Supplemental Needs Trusts

Dedicated to Your Family and Future

A Special Needs Trust or Supplemental Needs Trust (SNT) will give you the assurance and confidence that your family member or friend is in safe hands. As trustee, we use our knowledge and expertise to help improve the beneficiary’s quality of life while maintaining eligibility for public benefits. Working with a trusted partner familiar with SNTs can provide peace of mind that the trust is administered properly.

Supplemental Needs Trust Administration

Properly administering these specialized trusts is crucial to avoid a reduction or loss of government benefits, or personal liability for the trustee. Family member trustees often become overwhelmed and frustrated with the amount of work and knowledge required to administer these trusts and look to our expertise to act as trustee on such trusts.

A Supplemental Needs Trust can be used for many purposes, including:

Purchase of a home or condo along with any necessary improvements and maintenance
Property tax and homeowners’ insurance
Purchase of a vehicle and/or vehicle modifications
Vehicle insurance
Alternative transportation such as bus passes
Travel expenses
Household goods, personal property, and clothing
Telephone, cable, and internet services
Education expenses and computer equipment

We’ll Help You to Map Out Your Success

Our financial experts are familiar with government benefits and the types of trust distributions that are permissible without jeopardizing eligibility for these programs. If needed, we will introduce you to an attorney and work with them through the drafting process of the SNT.